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View, edit, or remove devices by navigating to Settings Event > App Setup Capture > Events Invitations > Devices. 

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  • User– user associated with the device
  • Username– username associated with the device
  • Groups– number of groups the device is in; click to view
  • Type– type of mobile device used
  • Date Joined– date the device was activated
  • Status– device statuses; Pending (device not authenticated), Active (device authenticated and ready to use), Disabled (device authenticated but disabled in Lead Liaison)

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End users access the mobile app through an invitation. The invitation contains an authentication code the user will user to activate their device.

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Individual Invitations

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You can send Invitations to many users at once using Bulk Invitations. To send a Bulk Invitation

  • Navigate to Settings > App Setup > EventsClick on the Invitations tabEvents > Capture > Invitations
  • Use the drop-down menu in the top-right to download the Bulk Invite CSV Template

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If a user loses their authentication code, admins or other profiles with the right permission can retrieve them. To retrieve the code

  • Navigate to Settings > App Setup> EventsClick on the Invitations tabto Events > Capture > Invitations
  • Use the Search icon to find the right user
  • Click on the Eye symbol below their name to reveal the code. 

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Once a user has activated their device, you can edit their device settings using the action menu on the right in Settings > App Setup > Events > Capture > Invitations > Devices.

Use the trashcan icons to delete the device from your system. Deleting a device will also prevent the user from accessing the mobile app. 

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