How do I invite Referral Entry Only Users?

To set up Referral Entry Only users, SWIS sends an invitation to each selected staff member. The invitation asks users to complete their setup, including confirming their email address and selecting a password. To send invitations to staff: 

1. Click Tools, then click User Management. 

2. Click the Invite Referral Entry Only Users button in the upper-left corner of the window. 

3. Locate the person to invite by typing the name in the Search field. 

4. Click the Search icon. 

5. Check the box next to the name to invite.Note: To invite multiple people at once, repeat steps 3-5 until all staff to invite are selected. 

6. Click the Send Invitation button. 

7. Enter any missing email addresses and click Send Invitation. Click Cancel to return to the invitation screen.