When deciding whether someone should be added to a Pathway, you need to decide how you want them to participate in the process or transaction. If you want them to actively participate in the transaction, you should add them as a Team Member. If you simply want them to provide certain information or documents, you can add them as a Guest to a specific Task.
As a Team Member, there are a number of things you can do on the Platform:
- Register to the Phundex Platform.
- See their overall transaction dashboard including all tasks.
- Receive emails to let them know Tasks have been assigned to them, for which Pathway and which Manager.
- Complete tasks assigned to them.
- Make comments on any tasks assigned to them in the task overview section.
- Change task status to not complete if necessary.
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.
- You might also want to see our Phundex User Guide for Guests:
