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Inviting Framework Staff to use Perspective Platform

Inviting Framework Staff to use Perspective Platform

Owned by Matthew Garrett
Last updated: Sept 21, 2023 by Chris Grigsby
2 min read


Article Index

Overview

This article explains the Best Practice for creating/inviting Framework Staff to the Perspective Platform and Framework Cloud apps.

Pre-requisites:

  1. 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.