Modify a Company or User Invitation Details

You can modify invitations according to the following rules.

Rules

The invitation Status must be Active or Saved.

If the Invitation Type is Generic, you can modify the Recipient Details fields only. For example, you might want to send this specific invitation to another group of invitees.

If the Invitation Type is Unique, you can modify the Email Content field only. For example, you might want to send a follow-up reminder to the invitee(s).

To modify an invitation

1	In Community Manager, click Invitation Tool.

2	Find the applicable invitation in the lists.

Important: You can only modify an invitation with an Active or Saved status.

3	Click the name of the invitation.

For a Generic invitation, you can only modify the Recipient Details fields.

For a Unique invitation, you can only modify the Email Content field.

4	Do one of the following.

To save the invitation information without sending it, click Save. The invitation displays in the applicable Invitation List with a Saved status.

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

To both send and save the invitation, click Send Now, or Resend if the invitation is Unique. The invitation displays in the applicable Invitation List with an Active status.

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

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