You might also want to see our Phundex User Guide for Guests:
- A guest may be asked to provide information by way of an email from the Phundex platform, but has no access to Phundex and does not require a subscription to complete the task form or document related task.
- The only access a guest has is to the task they have been assigned. Typically that will mean they receive an email with a task form or document they need to complete.
Team Members who are guests will not be active on the Phundex Platform, but can be assigned Tasks. When a Guest Team Member is assigned a Task, they will:
- receive an email to let them know they have been assigned a Task
- click on the button to go to the Phundex Platform, which confirms their email address
- be asked to check their email account for a verification code, which reaffirms their email
- click on the verification code in the second email, and a pop-up button will appear which asks them to either:
- fill in a form with information; or
- attach a document.
- once the information is filled in or the document is attached, hitting save will upload the information onto the Phundex Platform and the Guest can close the message.
