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Inviting Users

Learn how to invite and onboard different types of users to your Axvero organization: Team Members, Users, and Organizations. This guide covers invitation management for each user type.

Overview​

User invitation is the foundation of building your organization's ecosystem on Axvero. The platform supports three main user types, each with specific roles and access levels tailored to their responsibilities and relationship with your organization:

  • Team Member: Internal staff who manage operations, review applications, and interact with users and organizations.
  • User: External participants who submit applications, track progress, and communicate with your team.
  • Organization: External companies, agencies, or partners who collaborate or represent users in the application process.

Contact Information Requirements​

Before inviting any user, you'll need to collect essential contact information to ensure successful invitation delivery and account setup.

Required Information for All User Types​

  • Email address: Primary communication method (required for all invitations)
  • First name: User's given name
  • Last name: User's surname

Optional Information for All User Types​

  • Team Member: Department, job title, employee ID, preferred language
  • User: Preferred language, relationship status, time zone, emergency contact
  • Organization: License number, organization name, specialization areas, registration body

User Invitation Process​

Users are external participants in Axvero. Invite users to access their dedicated portal areas where they can submit applications, track progress, and communicate with your team.

Who to Invite​

  • Students: Users applying for loans or immigration
  • Businesses: Users applying for business licenses or other official documents

Portal Benefits​

  • Application submission: Online forms and document uploads
  • Progress tracking: Real-time status updates
  • Secure communication: Direct messaging with case managers
  • Document access: View approved documents and certificates
  • Payment processing: Handle fees and transactions

Invitation Steps​

  1. Create a user profile in User Management
  2. Navigate to Users → Send Portal Invitation
  3. Enter required user contact information
  4. Enter required user contact information:
    • Email address (required): Portal access and all communications
    • First name (required): User identification
    • Last name (required): User identification
    • Phone number (optional): Verification and important notifications
    • Preferred language (optional): For all communications and portal interfaces
    • Communication method (optional): Email, SMS, or both
    • Time zone (optional): Portal timezone
    • Emergency contact (optional): Alternative contact in case of emergency
  5. Email validation: System checks email format and deliverability
  6. Phone verification: Optional SMS verification code sent
  7. Language setup: Portal configured for preferred language
  8. Set initial access permissions
  9. Include portal setup guide
  10. Send invitation: Email delivered with login credentials and instructions

The success of your user invitation process depends heavily on accurate and accessible contact information. Make email collection a priority for all user types, as it serves as the primary method for invitation delivery, ongoing communication, and portal access.