Invite new trading partner
You are able to expand your Pagero Network capabilities by inviting your trading partners into Pagero. You can do this by navigating to
Network - Invite
. - ClickAdd recipients. A right sidebar will appear, where you can add the company name and e-mail address. You can also upload a file with this information. There is a message template to help you see how the file should look.
- The recipient will be added and their details will be shown in the main view. Then you can create or select an existing invite template and change it as needed. New template can be recorded by giving it aTemplate nameand pressing theSavebutton. TheResetbutton will delete all the changes made in this step.
- When you finish adding all the required information and changes to the template, pressSend invite.This will send the message to the recipient. You can see all of your sent invites by viewing theInvite historyoption - just click on theHistorybutton in the upper left corner.
