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  • Create the Staff Member Entity in Framework.

  • Allow integration to run, sending all staff to the cloud. New staff will be created as Virtual Contacts, and establish the link between on-prem and cloud systems.

  • Log into Perspective Platform and find the Virtual Contact.

  • Edit the Virtual Contact details if/as needed.

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  • Invite the Virtual Contact to register using the Invite action button. You can then add any additional Platform roles as required.

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When you look at the Connections accordion you will see the roles that were integrated through and the roles that were added when the invite was done.

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