B. ACCEPTING THE INVITATION AND CREATING AN ACCOUNT

 

The staff member who is invited into the system will need to check their email and open the message containing their registration information. Click on the link that says, “click here.”

Figure 3: Image of Email Notification for New Users

The staff member will be taken to a web page where he/she will be prompted to enter personal information. Select the Save button when finished.

Figure 4: Image of New User Login Screen

Click the box that reads “I’m not a robot,” then press the Submit button.

Figure 5: Image of Captcha Request Screen


Figure 6: Image of Captcha Confirmation Screen

Users will see a message stating that their registration is complete, and they will receive an email from salesforce.com with their username and password.

Figure 7: Image of New User Registration Confirmation