Difference between revisions of "Linking several Partners to one user"
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4. Open the selectbox next to 'Add user/Gebruiker toevoegen' (see image) and select name and correct spelling of the user that you want to link to the partner. | 4. Open the selectbox next to 'Add user/Gebruiker toevoegen' (see image) and select name and correct spelling of the user that you want to link to the partner. | ||
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5. Next, click 'Add User/Gebruiker toevoegen' | 5. Next, click 'Add User/Gebruiker toevoegen' | ||
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| − | Used in [[Users/Partners]] (Account Administrators) and [[Users/Partners]] (Barometer Administrators) | + | Used in [[Users/Partners]] (Account Administrators) and [[Manage Users/Partners]] (Barometer Administrators) |
Back to [[Account Administrator section]] or [[Barometer Administrator section]] | Back to [[Account Administrator section]] or [[Barometer Administrator section]] | ||
Latest revision as of 17:02, 26 November 2015
There are users that enter data for several organisations. This can result in one user receiving several invitation emails. To prevent this from happening, it is possible to link this user to all these organisations/partners. This way the user receives only one invitation via email, which contains one link to the input module, rather than several emails.
Please note: You must know who this user is in advance and how the user’s name is recorded at one of the partners, as the spelling needs to be the same at all the partners.
Follow the next steps to link several partners to one user:
1. Select 'Partners' in the menu on the left-hand side of the screen
2. Search for one of the partners in the list.
3. Click 'Show users'.
4. Open the selectbox next to 'Add user/Gebruiker toevoegen' (see image) and select name and correct spelling of the user that you want to link to the partner.
5. Next, click 'Add User/Gebruiker toevoegen'
6. Ensure that the ‘receive email’ box is ticked, so the user will receive the monthly reminder.
7. You may remove the previous user associated with the partner.
8. Repeat steps 2 to 7 for every partner for which you would like to add this user.
Used in Users/Partners (Account Administrators) and Manage Users/Partners (Barometer Administrators)
Back to Account Administrator section or Barometer Administrator section
