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Step 4: Connect employees

 

This is where you may add the employees to your organization. Click ‘CONNECT EMPLOYEES’ under Connect employees to proceed.  


NOTE:  This is an optional step that may be skipped now and accessed at a later point.

 

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Employees may be selected or added in the following popup. Either enter the name(s) of users that exist on the platform or enter the email addresses of your employees. Separate the email addresses with a comma and a space. Press the ‘ENTER’ key to add the employee email address and to add another employee, or click ‘NEXT’ to continue.

 

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The following screen allows you to review your invitation. You are able to see what organizations / operations are going to be connected by hovering over the double-headed arrow.  You can 'Add More Connections' by clicking the button on the left or proceed by clicking the ‘NEXT’ link.

 

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The last pop up allows you to customize the invitation message. You are offered the option of adding a custom message that will appear in the invitee’s email notification by clicking ‘ADVANCED MESSAGE.’  When finished please click the ‘Send Now’ button.

 

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Finally, a confirmation screen will appear, acknowledging that your invitation was successfully sent. You may now view the status of your invitations in the invitation status queue.  Your employee will receive an invitation to connect via email, and on the platform if they already have an account.


ALTERNATE PATH:  You may also connect with employees using the Bulk Invite or the Import Contacts functionality.  Selecting Bulk Invite opens a new screen where you will be asked to contact greenfence Support for assistance.

 

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ALTERNATE PATH:  Selecting Import Contacts functionality opens a new screen.  There will be the option to sync your Gmail, Yahoo, or Outlook address books.  You may also add individual email addresses in the search bar below. Once added, your contacts may be searchable and invited as connections at a later time.  Note:  all email addresses must be separated by a comma and a space.

 

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You will now be returned to the SETUP screen.  Please observe that the progress indicator has increased to 75% complete and a checkmark now indicates that Step 4 has been completed.  You may either repeat this step to add additional employees or you may progress to Step 5 - Connect Direct Tier 1 suppliers.

 

Next: Invite Direct Tier 1 Suppliers

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