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Overview
This article explains the Best Practice for creating/inviting staff Framework Staff to the Perspective Platform and Framework Cloud apps...
Pre-requisites:
Ensure your Perspective Integration of contacts includes all staff, and not just some roles (eg. supervisors, managers).
Process:
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.
Invite the Virtual Contact to register using the Invite action button. You can add any additional Platform Connections/Roles as required.
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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