Sending or accepting an invitation | Help Centre

[EmilyBilling]

Last updated: 10 May 2021

Jurisdiction: ALL

Invite Participants to Join a Workspace

1. Open your Workspace and select Participants from the left navigation panel.
2. On the Participants screen select Participant and then Invite Participant.
3. In the Participant field, type or search for your intended Participant.
4. Select their Role from the drop down list. 
   Note: When inviting other Subscribers to join a Workspace, you must specify the representative role of the Subscriber you are inviting (eg Mortgagee on Title).
5. Enter the Party represented (optional).
6. If applicable, enter your Client’s Names (optional). If added, the client’s name will be displayed to the participant when they view this invitation.
7. Add some Notes if additional information is required. For example “Please join this workspace and confirm that the settlement date is achievable”.
8. Select Send Invitations. 

Result: The Participants screen displays the invited Participant with a status of Pending.

Accepting Invitations

As part of your involvement in the PEXA network, you will receive invitations to join other members in a workspace. The Outstanding Invitations Received screen allows you to view, accept or refuse these invitations.

1. From the Main Menu select Invitations. 
   
2. Locate the Invitation you wish to action and click View. 
   
3. On the Workspace Invitation screen, choose Accept, Decline or Forward.
   • If Accept is chosen, enter Your reference for the transaction, and select Save.
   • If Decline is chosen, select a reason for declining the invitation from the list provided, and select Save.
   • If Forward to another subscriber is selected, nominate the subscriber you wish to forward the invitation to, and enter additional notes.

Note: It is recommended that you accept as soon as possible.

You can choose to open the Workspace straight after accepting the invitation by clicking the check box Open workspace upon acceptance.

If you leave the check box unchecked you will return to the outstanding invitations screen after acceptance.

Result: Once you accept an invitation the new workspace can be accessed from Your Dashboard.