Send an Invitation to join the Website/System

Multi-Level Marketing (MLM) Join Membership Request Process

This feature empowers clients and portal users to extend invitations to individuals within their network, while also permitting public users and visitors to seek membership or join the network of current portal users on your site. Notifications will be dispatched for each activity in the workflow stages, and a record of every action will be preserved.

This application module has incorporated two different types of invitations.

Initial: Invitation Request Procedure:

• Inside the portal member user account portal of your website, they will come across a button named "Request Invitation".
• When the user clicks on the invitation request within the portal, they can enter the name and email address of the person they want to invite.
• After providing the name and email, the system will promptly send an email to the designated email address with a link to join the system.
• By clicking on the link, the person has formally acknowledged the invitation, which directs them to a page that shows a message of appreciation for accepting the invitation and instructs them to review their email to reset their password.
• Once the invitation is accepted, the system will automatically generate a portal user member account for the individual using the email and name provided.
• Once the user has been created, the system will immediately send an email to the new join member to facilitate the resetting of their password.
• Summary: IN ABOVE PROCESS PORTAL USER OF YOUR SYSTEM INVITING PUBLIC/PERSON TO JOIN YOUR COMPANY WEBSITE AND BECOME AN ACTIVE USER.

Second: Request to join process:

• The Join Request page of the website will feature a search box. Users (Public/Guest/person desire to become a member) can input the email address of an existing portal user to view the public information linked to that email, including name, address, and more.
• A button labeled "Request Invitation" will be present on this public webpage.
• Upon clicking the Request Invitation button, a new page will appear where the User (Public/Guest/person desire to become a member) can enter their email address and name.
• The system will record the individual's name and email after the data has been filled out and confirmed.
• Upon the public page user accepting the join request from the portal user, an email will be sent by the system to the individual containing a link for password reset.

• The guest will utilize the search box on the portal to look up a user by their email address.
• In the event that this email is received, the details of the portal user will be visible to the visitor, along with a button labeled Request Invitation.
• If the email is not found, an empty page will be displayed indicating that the email was not found.
• Upon clicking the Request Invitation button, a new page will automatically open.
• The guest is required to enter their name and email on the new page before clicking on the "Send Invitation" button.
• The system collects the visitor's name and email, then proceeds to create a user for them.
• The system is set to send an email to the portal user informing them that a visitor named [Name] with the email [Email] is requesting to join the system. Will you accept or reject this request?
• Upon acceptance of the join request by the portal user, an email will be sent to the visitor informing them that their request has been approved. Additionally, the system will include a link for the visitor to reset their password.
  In this scenario, the visitor will act as a portal user within the system. They have the ability to send invitation requests as usual, with a join request button on their page that allows them to grow their network of users within the system.
• If the invitation is not accepted by the portal user, the history record will continue to exist in a draft state.

Menus Available:

• Setting
• Portal Users Invitations
• Invitations

Invitation Request Button(s) on My Account Page and User Details Page

My Account Page with Invitation Request Button

User Details Page with Invitation Request Button

Invitation Request Page

• Upon pressing the invitation request button, the user is required to input the name and email address of the individual they wish to invite.

Message with acknowledgment

Invitation Mail

• Invitation email for Rachel Perry.
• Rachel Perry has agreed to accept the invitation.

Acknowledgment Message

Password Reset Mail

• A password reset link for Rachel Perry has been sent by Odoo.

Join Request Accepted Mail

• Odoo has sent an email to the Joel Willis, whose request was approved by Rachel Perry.

Established a New User Profile

Join Request Page on Website for Public / Guest / person desire to become a member

Search System User

• Search the system user by their email address.

System User Details

• The website will feature a search box where users can input an email address of a portal user and click on the search button. This will allow them to access public information associated with the email, such as the user's name, address, and other relevant details.

Join Request Send Page

• Upon clicking the Request Invitation button, an individual or member of the public will be directed to a page where they can input their email address and name.

Message with acknowledgment

Join Request Mail

• The user who is responsible received an email requesting to join.

Acknowledgment Message

• The responsible user portal member will approve the request once the new user has been created.

Password Reset Mail

• A password reset link has been sent by Odoo for Colleen Diaz.

Established a New User Profile

History of Invitations

• The audit logs of user invitation history is always conducted.

List View

Users who have been invited (Viewed from the perspective of the user)

Contact / Support
Introducing Probuse Consulting Services Pvt. Ltd.

If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse