Approve Invited Users

After the Invitee receives the invitation he or she must register before the Invitee appears on the Invited Users list. After the Invitees are on this list, someone must approve them as users of Trading Grid Online, before they can access the service.

When you click the Invited Users link, the Invited Users list page opens. This area lists the people that responded to your invitations and have registered. These people are waiting for someone to approve them as users of Trading Grid Online. For each person, the list displays:

Field	Description
Approval Status	Everyone in this list has a Pending status. After you approve or reject a user, that user is eliminated from this list.
User Name	Click the name to see more information about the user.
Request Type	What the invitation is for; for example, User Registration.
Role	The user's role as defined by your community; for example, Administrator.
Invitation Name	Name of the invitation sent to this person. Click the name to see the invitation contents.
Inviting Company	Name of the company that sent the invitation.
Tracking ID	ID the user was assigned upon registration completion. This ID might be used to track the status of a registration; for example, if it is still pending approved.
Date Registered	Date the person submitted their registration data.

To approve or reject an invitation

1	Click User Management.

2	In the section that expands, click Invited Users.

3	Find the applicable user(s) in the list.

The default Approval Status for each user is Pending.

4	For applicable user(s), change the Approval Status to Approve or Reject.

5	Above the Users listing, click Actions > Submit.

A confirmation page opens showing your selections.

Note: For any Invitee you Reject, you must enter an explanation in the Reasons for Rejection box.

6	Carefully review the confirmation page, click Actions > Confirm.

Trading Grid Online immediately generates and sends an email to each invitee, notifying them of your approval or rejection.

Important:  

After you reject or approve a user, Trading Grid Online removes that person from the Invited Users List.

If you approved the invitee, that person now appears in your “User List” on page 313.

If you mistakenly approved a user, you can delete the user from Trading Grid Online.

If you mistakenly rejected a user, you must either resend the invitation or create and send a new invitation, and the user must re-register.

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

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