Invite roles have been enhanced to improve flexibility, collaboration, and visibility, by ensuring the right team members stay informed while addressing customer feedback for better tracking and support of Invites.
Overview of Invite Roles
Point of Contact
The Point of Contact serves as the primary interaction point for the end user.
-
Visibility: Their details are displayed in the customer portal, messaging, email communications, and on the Invite itself.
-
Notifications: They receive all Invite-related notifications, keeping them informed throughout the Invite’s lifecycle.
-
Flexibility: You can now assign or update the Point of Contact even after an Invite has been sent. These changes are automatically reflected in the End User Portal.
To change the Point of Contact for an invite, open the invite and click Edit Invite under Invite Actions
Assignee
The Assignee role is designed to allow another team member to work on the invite without being the primary contact.
-
Manual Addition: You can manually add yourself or another user as an Assignee, to indicate to your team that someone other than the Point of contact will also be working on the invite, and for that person to receive notifications for any invite they've been set as Assignee.
-
Notifications: Assignees receive updates about the Invite’s progress but are not visible to the end user.
To add an Assignee to an invite, open the invite and click on the box next to Assignee at the invite management screen
Watcher
The Watcher role is designed to keep team members informed about an Invite’s progress without being the primary contact.
-
Automatic Assignment: The user sending the Invite automatically becomes a Watcher if they designate another team member as the Point of Contact.
-
Manual Addition: You can manually add yourself as a Watcher to receive notifications for any sent Invite.
-
Notifications: Watchers receive updates about the Invite’s progress but are not visible to the end user.
To add you as a Watcher for an invite, open the invite and click on the plus sign next to Watchers at the invite management screen