Who can use this feature? – Company Admins and Channel Managers – Available on paid subscriptions |
In certain instances, you may not have the other company’s email address. In such cases, you can invite this company as a channel company by an invitation link or a QR code.
Tip: If you’ve been invited to work with another company as a channel agency by invitation links, learn how to accept the invitation.
Channel Management Page
- From your top navigation bar, click the Channel header to access the Channel Management page.
- Click on INVITATION LINK.
![](http://realtycms.com.au/wp-content/uploads/2023/09/invite-by-links-1.jpg)
Add Channel Companies
Add New Invitation Link by clicking on ADD NEW.
![](http://realtycms.com.au/wp-content/uploads/2023/09/add-new-1-1.jpg)
1. Link Name: Please enter a name for this link; it cannot be left blank. 2. Passcode Option: You can choose to set a passcode for this link, or you can uncheck “Passcode Required” if you prefer not to set one. 3. Link Status: This link is set to Active by default. 4. Channel Manager Assignment: Designate a channel manager for this newly created channel company. 5. Project Selection: Choose the projects you wish to share with this channel company, and then confirm your selection. 6. Confirmation: Confirm to generate the invitation link. |
![](http://realtycms.com.au/wp-content/uploads/2023/09/add-new-by-qr-code-1-1.jpg)
The invitation link will now appear in your invitation link list.
![](http://realtycms.com.au/wp-content/uploads/2023/09/4-1-7.jpg)
When you click on the link, it will be automatically copied to your clipboard.
You can then share the invitation link with the other company or generate a QR code for the link to share.