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    Date - Webtech X Webflow Template
    Jun 23, 2023

    How do I Invite Someone to Join my Network?

    Here is a step-by-step guide to inviting someone to join your network on Pathways

    A major benefit of the Pathways platform is that you may invite any of your real world counterparties or team members to join the platform so that you may collaborate with them on future Pathways.  

    Step 1 - Navigate to the “Network” page by clicking on the Network link in the menu at the top of the page.

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    Step 2 - Once on the Network page, click the button near the top right corner of page, titled “Invite A User”.

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    Step 3 - A side panel will pop-up titled “Invite A User”. Fill in the user details here for the individual you would like to invite.

     

    Step 4 - The invited user will be added to Network list with a status ‘Pending’. This status will update to ‘Active’ once the invited user completes the sign up process.  

    Step 5 - The invitee will receive an email with an invitation to join the platform. When they click “Accept Invitation”, they will be taken to a Sign Up screen on the Pathways platform.  

    Step 6 - The invitee will then fill in all mandatory fields such as Name, Mobile Number, New Password, and Confirm New Password. The password must contain a minimum of 8 characters, an uppercase letter, a lowercase letter, a number, and a special character. The user must also agree to Pathways’ privacy policy before completing the sign up process.

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    Step 7 - Once the invitee has signed up on the platform, they will receive a success message and their status will become “Active” on your network list.  You will be able to collaborate with them freely on the platform.

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    More categories

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    Networks

    Networks

    Invite, manage permissions, and different user roles.

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    Documents & Forms

    Documents & Forms

    Create, view and store various forms & documents.

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    Transactions

    Transactions

    Create, edit and manage your transactions on Pathways.

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