Prerequisite
Before you can invite reporters, please make sure an administrator has enabled the permission to invite reporters for the event manager role. You can find instructions in the article How do I grant an event manager permission to invite reporters?.
Step-by-step instructions
- Open the event overview in the snapAddy Dashboard: Sign in to the snapAddy Dashboard and open the event overview. Select the event you want to invite additional reporters to.
- Open the event settings: In the settings of the desired event, go to the "Access & Availability" tab.
- Start the invitation process: In the "Invite additional users" section, click the "Invite reporter" button.
- Enter the contact details: In the dialog that opens, enter the details of the person you want to invite. Email address, first name, and last name are mandatory fields. To invite several people at once, click "Add user" to create further entries.
- Set the invitation language: Use the drop-down menu to select the language of the invitation. The invited reporters receive the invitation email in the language selected here.
- Choose terminal users or regular reporters (optional): Decide whether the invited people should be invited as regular reporters or as terminal guests:
- Regular reporters: Leave the checkbox disabled and continue with step 7.
- Terminal users only: Enable the checkbox "Invite users for use on VisitReport Terminals only". These people are invited as guests and can access events exclusively through terminals. In this case you can skip steps 7 and 8 and continue directly with step 9.
- Select a license: Choose the license to assign to the invited users. The VisitReport licenses available in the organization are shown.
- Add a custom message (optional): You can add your own message that appears in the invitation email. This lets you share additional information about the event with the invited reporters, for example.
- Send the invitation: Finally, click "Invite reporter" to send the invitations. Once the invitation has been sent, all administrators receive an email notification with the details of the newly invited users.
Important: Please note that invited users receive access to all non-restricted events in the organization.
Note: Users with roles other than "Reporter" must be added by an administrator.