How to invite a colleague so they can share data for the same engagement
An engagement can have more than one contact. If a colleague also needs to share data, or you want someone else to be able to pick it up while you are away, you can invite them yourself from your dashboard. There is no need to ask anyone to set this up for you.
Once the additional contact is added, they can share data for that engagement in the same way you do. You will need their first name, last name, and email address.
Opening your engagement details
Sign in to Validis. If you have more than one engagement, choose the one you want from the dropdown next to the Engagements and Groups tabs, then select Engagement details.
Adding the contact
The Engagement details window shows a summary of the engagement. Under Client contacts, you will see the Key Contact and any Additional contacts already on the engagement. Select Add new contact.
An Add additional contact section opens underneath. Enter the First Name, Last Name, and Email. All three are required.
Check the email address carefully, because the invitation is sent to whatever you enter here. When you are happy with it, select Invite. Selecting Cancel closes the form without adding anyone.
What the new contact receives
The person you invite is emailed to let them know they have been added to the engagement. If they have not used Validis before, they also receive an invitation email so they can set a password and sign in for the first time.
If they tell you the email has not arrived, ask them to check their junk or spam folder first, as invitations are sometimes filtered there.