Send a single invite or bulk invites to onboard business partners. You can manage the invitations by approving or revoking a partner when their details are received or when an email invitation is sent.
Before you begin
- You must have B2B administrator permissions to onboard partners.
- You must have the details of the business partners to whom you want to send the invitations. An email address is mandatory. Details include the name, email address, contact number.
Procedure
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In webMethods B2B Integration, from the side navigation menu, click . Click Add partner, and select Onboard using invitation.
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In the Partner invitation dialog, enter the email address, first and last name of the partner.
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To add more rows, click Add another.
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To send an invitation to multiple partners with a single action, click Add many and type the email addresses of all the partners. Use a comma to separate them.
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Click Invite.
An email is sent to the partners to initiate the onboarding process.
Note: If you log in to webMethods B2B Integration through a private window and select Onboard using invitation, the system directs you to the login page. Provide your enterprise login credentials to open the Partner Invitation dialog.
What to do next
After you receive the details from the partner, manage the invitation status.