Data Hosting - Invitations

Data Hosting - Invitations

This function is accessed by clicking on the Setup > Data Hosting menu option then click on the Invitations tab.

In the Invitations window you can:

  1. View a list of Invitations you have sent to other Cashbook users but have not been accepted (see below).
  2. Tick the Show Accepted / Expired Invitations to show all invitations you have sent, including those that have and have not been accepted by other Cashbook Users.
  3. Add an invitation - this invitation will be sent to another Cashbook user inviting them to share a selected hosted companies.
  4. Edit an invitation - you can't edit an invite that has already been accepted (view only).
  5. Delete an invitation - you can't delete an invite that has already been accepted.
  6. Enter Code - this is used to manually accept an invitation you have been emailed (Invite Code appears on the Accept Invite email).



Article ID 1803