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Invitations

Invitations in our platform offer a way to permit or block incoming requests from clients and partners prior to adding them to your company's backlog. 
When publishing an assessment or issue to a recipient with whom you have no prior connection on our platform, the recipient must accept the invitation before viewing and responding. After this invitation is accepted, the assessment or issue will appear in the relevant queues (i.e. on the Active Assessments and Issues pages) as will all future requests between you and the same recipient.  

This article covers the following topics:

Accepting an Invitation an Email Notification

1. When a questionnaire is published to a new contact, they will receive an email notification and can accept the invitation implicitly by clicking on the Get Started button as shown in the screenshot below. 

Accepting an invitation from New Invitations

Registered users with pending invitations will be prompted upon login to review all of their pending invitations. They can choose to accept all directly from the New Invitations Window, ignore, and revisit at a later time or go to the full list of invitations for more action.

1. Log into the platform to view the New Invitations Window. Click on Accept to accept a pending invitation.

Accepting an Invitation from Invitations

1. Click on the Invitations icon as shown below in the screenshot to visit the Invitations list. Click on the Accept button for each invitation you wish to accept. Future requests, whether assessments or issues from that sender, will be automatically added to your queue without any further invitations. 

Note: Ignoring an invitation will effectively block that request from the sender.