Managing Partner Invitation Emails

The information that the partner must provide is defined in the questionnaire template that you specify for that partner. While sending an invitation to a partner, you can associate only one active questionnaire template with the partner. The administrator can edit the settings for invitation emails that have not yet been sent and delete an invitation that has expired.

To manage invitation emails

1. In My webMethods: Administration > Integration > B2B > Partner Onboarding > Manage Invitations.

2. In the Search area of the Invitations page, do one of the following:

To search for an invitation email by name, click the Keyword tab, type the name of the invitation, and click Search.

To specify detailed search criteria based on invitation expiration, start, or end date, invitation name, partners identified as recipients, invitation email status, or questionnaire template associated with the invitation, click the Advanced tab. Add the desired filters and click Search.

3. To delete an invitation email that has not already been sent or has not yet expired, select the email in the Invitations panel, click Delete, and then click OK to confirm.

4. To edit an invitation email, click the Edit icon in the Actions column next to the email. Edit the email’s settings as described in Configuring Invitation Emails.

5. To set the status of an invitation email, do one of the following:

Double click on the invitation and choose Active or Inactive from Status.

Select the checkbox beside the invite in the Invitations panel and setting the status to Active or Inactive. You can do this to set the status of multiple invitations at once.

If the invitation is Active and you change it to Inactive, the entire schedule will be suspended till the invitation is made active again.

Note:
In Active mode, you cannot change any of the field values other than reminders and expiration date.