In Logistiqo, Company Onboarding Invites allows users to invite customers or subcontractors to join their Logistiqo workflow without manually creating their company records.
This function simplifies the onboarding process by sending an invitation to the recipient's email address. The invited company can then follow the onboarding process to provide its information and establish its connection with the inviting company.
Invitations can be configured for different company types and languages, with a defined validity period to control how long the invitation remains available.
Creating a Company Onboarding Invitation
To create a Company Onboarding Invitation, go to Contacts > Company Onboarding and under Company Onboarding Invites, enter the Recipient's Email Address and Company Name. Select the Type of Company, either Customer or Subcontractor, and choose the Language of the invitation.
Enter the number of Validity Days to determine how long the invitation remains valid.
Click Create Invite to send the invite.
Managing Company Onboarding Invitations
The Existing Invites table provides an overview of previously created invitations, including the recipient, invitation status, creation date, expiration date, and submission information.
When the Revoke action is available, users can revoke an invitation to prevent it being used.