After you add a new user, they receive an email with a link that allows them to create their own login.
📎NOTE: If the invitee already has an AutoEntry account (as a subscriber or already invited to another company), no invite mail is sent out as they are already signed up.
When they log in the new company is on their homepage automatically.
If your invitee hasn't seen the invite, you can re-send the invite through AutoEntry.
Click on the 'View People' section either for the company you invited them to or 'All People' to the top right of the page.
Scroll to the invitee on the list to the left and under the Status column Resend Invitation:
📎NOTE: With the full enforcement of the EU GDPR regulations, we must be able to justify holding the data of an invitee or client.
For an ongoing customer of AutoEntry, we need your contact details. However, for an invitee who is not a customer and hasn't activated their account, AutoEntry automatically deletes the invite and their details after 30 days.
During this period, AutoEntry sends out automatic reminder emails twice to sign up before the 30 day deadline. If an invitee still has not signed up, you must resend the invite again to provide them with a new sign-up link.