Forwarding an event invitation

Bidders expand event teams through direct additions or manual access requests. Direct addition is the most efficient method as it bypasses Purchaser approval. Alternatively, users who receive shared invitations must register and request access. This process requires manual confirmation by the Purchaser before event participation is permitted.

Team member invitations for events

Bidders may invite team members not initially included in an event via two methods:

  • Add a team member: The most efficient option, as it does not require Purchaser approval
  • Request access: If an invitation is forwarded or received via a joint inbox, the recipient may request access; this requires manual approval by the Purchaser and may cause delays. 

If the recipient shares the exact same company email domain as the original invitee, access is usually grated automatically. If the domains do not match, or if the event organizer has strict security settings enabled, this requires manual approval by the purchaser and may cause delays. 

Registration and initial access

Recipients of an invitation must register an account with Keelvar if one does not exist. Once registered, the event appears in the Event Invites section. Depending on the email domain and the Purchaser's settings, access is either granted automatically or remains restricted until the Purchaser grants permissions. An existing team member with event access can also expedite this by adding the user directly.

Invitation options

From the Invite page, users select from the following options:

  1. Request Access: The system will evaluate your email domain. If eligible, your request is approved automatically. Otherwise, the Purchaser reviews the request to grant or reject participation permissions.
  2. Reject: The invitation is declined and participation is not possible

Selection interface for accepting or rejecting an invitation

Figure 1. Accept or reject an event invitation

If a user has requested access and is awaiting Purchaser approval, a team member with existing access can expedite the process by using the direct addition method.

Interface showing a pending access request awaiting purchaser approval

Figure 2. Access requested and awaiting approval by Purchaser

For more information on team management, refer to the article regarding team member additions.

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