Create an invitation

To create an invitation

1	Click User Management.

2	In the section that expands, click Invitation List.

3	Above the Invitation List, click Actions > Create Invitation.

The On the Step 1: Invitation Details page opens.

4	Enter the following information.

Field	Description
Invitation Name	Enter a unique, descriptive name for the invitation.
Invitation Type	Select either Unique if this is an invitation that you are sending one time to a specific recipient or group of recipients. A unique Invitation Code is assigned to each recipient. Generic if this is an invitation that you send multiple times to different recipients. The Invitation Code is the same for all recipients.
Registration Status Notification	Enter the email address(es) of the people who want or need to be kept up-to-date of the invitee's registration status, e.g., if they registered, if the registration was approved.
Approval Type	After an invitee (prospective user who receives the invitation) receives this invitation and registers on Trading Grid Online, the invitee must be approved before the user can access Trading Grid Online. Select either Manual if you want the Approver to individually approve or reject each invitee that registers. We strongly recommend this option for all Generic invitations because the invitation code in a generic invitation is not specific to any one recipient, and could be distributed to unintended registrants. Automatic if you want Trading Grid Online to automatically approve each invitee for you. We recommend that you select this option for any invitation sent to a single recipient, because then the recipient can begin using the service as soon as they respond to the invitation.
Expiration Date	The final date Trading Grid Online accepts the invitee's registration; this is the date the Invitation Code supplied in this invitation expires.
Notes	Enter up to 4,000 characters of explanatory information that is for your use only — the invitee does not see this information. Trading Grid Online truncates anything over 4,000 characters; check the Count Characters box that displays to ensure you stay within the 4,000 limit.

5	Click Next Step.

On the Step 2: Service Privileges page opens.

6	Select the subscription package(s) and the options (privileges) for each package you want the user to have.

By default, all options are selected for any Subscription Package that you select.

7	Click Next Step.

The Step 3: Recipient Details page opens.

8	Do any of the following:

Enter the recipient details now.

Field	Description
Email Address(es)	Type the recipient(s) address(es). Separate multiple addresses by a semi-colon (;), comma (,), or a blank space.
Email Language	Select the language of the invitation text.
Email Content	Invitation text. Do the following: 1 Click the Edit from Template link. 2 Change the text (in the new page). 3 Click Submit to use that text for the invitation.

Save the invitation and enter the details later.

Note: You cannot send the invitation without the recipient details. Enter the

9	Click Next Step.

10	On the Step 4: Review page, do the following:

a	Carefully review the information, especially Service Selection packages and privileges.

b	To make changes, click Previous Step and return to the applicable step and make your changes.

c	Click Next Step to return to this page.

11	Do one of the following.

To save the invitation information without sending it, click Finish.

The invitation appears in your “Invitation List” on page 318 with a Saved status. You can send the invitation later.

When you complete Step , click Send Now to send and save the invitation.

The invitation appears in your “Invitation List” on page 318 with an Active status.

16.2 release. Updated October 23, 2016 Trading Grid Online User Guide PDF

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