Create a User Invitation

To create and send reusable invitations

1	In Community Manager, click Invitation Tool.

The User Invitations list displays.

2	Click Actions > Create Invitation.

The Step 1: Invitation Details page opens.

3	Enter all the information.

Field	Description
Inviting Company	Click Invite on Behalf of Another Company to select the company of the user you are sending this invitation to.
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 is sent multiple times to different recipients. The Invitation Code is the same for all recipients.
Approval Type	After an invitee (prospective user who receives the invitation) receives this invitation and registers on the Trading Grid, the invitee must be approved before the user can access the Trading Grid. 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 to automatically approve each invitee for you. GXS recommends that you select this option for any invitation sent to a single individual, because the recipient can begin using the service as soon as they respond to the invitation.
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,. For example, if they registered, if the registration was approved.
Expiration Date	The final date that the Trading Grid accepts the invitee's registration; this is the date that 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 cannot see this information. The Trading Grid truncates anything over 4,000 characters; look at the Count Characters box below this field to ensure you stay within the 4,000 limit.

4	Click Next Step.

The Step 2: Services page opens.

5	Select the Service Instances and the options/ For example. privileges, for each package that you want the user to have.

Note: By default, all options are selected for any Service Instance.

6	Click Next Step.

On the Step 3: Recipient Details page opens.

7	Do the following:

Email Address(es)	Enter the Email Address(es) — Address(es) of the recipient(s). Separate multiple addresses by a semi-colon (;), comma (,), or a blank space.
Image	Optionally upload an image, e.g., a company logo, to appear in the invitation.
Email Language	Enter the Email Language — Select the language of the invitation text.
Email Content	Click the Edit from Template link, change the text (in the new page) as desired. Click Submit to use the text for the invitation.

8	Click Next Step.

The Step 4: Review page opens.

9	Review the information, especially the Service Selection packages and privileges.

To make changes, click Previous Step to go back to the applicable step and make your changes. Then, click Next Step to return to this page.

10	Do one of the following.

To save the invitation information without sending it, click Finish. The invitation displays in the User Invitations list with a Saved status.

Note: You can send the invitation at a later time.

To both send and save the invitation, click Send. The invitation displays in the User Invitations list with an Active status.

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

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