Inviting a New Entity to Onboard on the eftsure Portal

To invite a new entity to onboard onto the eftsure portal, follow these steps:

1. Navigate to the Onboardings Tab

   • Click on the "New Onboarding" button.
     
     

2. Fill Out the Onboarding Form

   • A form will appear, which you'll need to complete to send the invite to the entity.

3. Select a Division (if applicable)

   • If your profile has multiple divisions, click on the "Division" button.
     
     
   • A dropdown menu will open. Select the appropriate division for the entity.
     
     

4. Choose the Onboarding Form (if applicable)

   • If you have more than one onboarding form available, click on the highlighted button to choose the correct form.
     
     
   • A dropdown menu will open, allowing you to select your preferred form.
     
     

5. Select the Entity Type

   • Choose the entity type that matches the entity’s registration details.
     
     
   • A dropdown menu will open for you to select the correct entity type.
     Note: If the wrong entity type is selected, the entity can update this information while filling out the form.
     
     

6. Complete the Entity Details

   • Fill out the required fields, including the entity’s name/company name (depending on registration type), email address, and cell phone number.
     
     

7. Enable Two-Factor Authentication (optional)

   • For additional security, check the box to enable two-factor authentication.
   • Once the supplier begins filling out the form, a code will be sent to the mobile number provided, ensuring the correct entity completes the onboarding process.
     
     

8. Select Payment Methods

   • Choose which payment methods will be allowed for this entity by checking the relevant boxes.
     
     

9. Add a Personalized Message (optional)

   • You can include a personalized message in the invitation email.
     
   • To preview how the email will look, click the blue "Preview" button (indicated by the yellow arrow).
     
     

10. Preview the Email

    • The preview will show you how the email will appear to the entity, with the personalized message indicated by the arrow.
      
      

11. Send the Onboarding Invite

    • Once you've reviewed all the details, click the blue "Continue" button at the bottom of the form to send the invite.
      
      

12. Fill Out Internal Fields (if applicable)
    Any internal fields that need to be completed will appear on the next page of the onboarding. Note that the status will be "Please Complete invite fields". Once these have been completed, click the Proceed with Invite button to send the invitation to the supplier. 
    
    *Note that the invitation will not be sent to the supplier until the internal approvals are completed. 
    
    
    
    
    
    
    
    
    

13. Check Invite Status
    

    • The invitation will be sent, and its status will be updated to "Pending Invitee Registration". You can track it in the Onboardings tab.