Community Manager : Invitation Tool

Invitation Tool

Use the Invitation Tool to create and send reusable invitations that invite a customer company or customer user to register for Trading Grid.

Important: If you do not set up the user in Trading Grid, you must send them an invitation to register on Trading Grid.

On the Invitation Tool page, the

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Company Invitations list shows the invitations created on behalf of an IWF-subscribed company (the “hub”) to the customers receiving their forms (the “spokes”).
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User Invitations list shows the invitations created for users at customer companies.

For each invitation, the listings show

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Invitation Name — Name given to that invitation when it was created.
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Generic — A generic invitation is a reusable invitation for sending to one or more recipients. Each recipient has the same Invitation Code.
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Unique — A unique invitation is a one-time invitation that you send to one or more recipients. Each recipient has a unique Invitation Code, enabling easy tracking of each recipient's response.
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Status of the invitation. Statuses are
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Saved — The invitation has not yet been sent.
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Active — Invitees can now register using this Invitation Code.
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Expired — The Invitation Code within the invitation has expired.
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Terminated — The invitation is inactive. That is, nobody can register with this Invitation Code.
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Expiration Date — Date that the Invitation Code in the invitation expires.
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Creator — Name of the person who created the invitation.

Topics include

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16.2 release. Updated October 23, 2016


Trading Grid Online User Guide PDF


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