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Inviting Team Member

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

Team Member Invitation Process​

Invite your organization's employees and staff members who will manage operations, review applications, and interact with users and organizations.

Who to Invite​

  • Administrators: Full system access and management capabilities
  • Case managers: Handle applications and document reviews
  • Support staff: Provide customer service and technical assistance
  • Compliance officers: Ensure regulatory adherence and audit trails
  • Analysts: Generate reports and analyze organizational data

Invitation Steps​

  1. Navigate to Settings → Users → Invite Team Member
  2. Enter required contact information:
    • Email address (required)
    • First name (required)
    • Last name (required)
    • Phone number (optional)
    • Department (optional)
    • Job title (optional)
    • Employee ID (optional)
  3. Choose an initial role assignment
  4. Add a welcome message or choose from available templates (optional)
  5. Click "Send Invitations"

Best Practices​

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.