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Inviting Users to dsdlink from Mobile

Rep steps to invite a customer's users to dsdlink ordering from Encompass Mobile via My Day and the dsdlink tile on the customer page. Users need an email on their record. Requires v24.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 24.01

Steps

Inviting Users to dsdlink through Encompass Mobile


1. Navigate to the "My Day" tile from the Encompass Mobile home screen.
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2. Then, select the customer that will be invited to dsdlink.
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3. Displayed on the customer information page a tile will appear stating that dsdlink is available. This signifies that the customer has not yet utilized dsdlink. If the tile is filled in grey then the customer is using dsdlink.
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4. To invite a new user to dsdlink click on the tile.
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5. The "invite users to dsdlink" dashboard will display allowing the user to select or deselect certain users to be invited. The user must have an email tied to their record in order for the invite to be sent.
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6. Once the intended users have been selected, click "Invite to Ordering".
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7. After clicking "Invite to Ordering" the user will be prompted with a screen informing them that the invitation have been sent successfully.

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