What does the Home page tell me?

View a summarized report of your invite counts, your colleague's invites, and your company's account activity.

The E-Vite Home tab will be the first page you see when logging into the portal. It features widgets that provide insight into your invitation activity, the status of invited retailers, and the status of other users’ invites.

Some widgets include links to click that will redirect you to the corresponding sections of the portal, such as Recent Activities, Leaderboard, and Snapshot:

Widget Information

Here are descriptions of each widget and their related knowledge base articles:

Widget

Description

Related Knowledge Base Article

Invite Your Customers

A Send Invite button that quickly invites retailers to use PaymentSource.

How do I send invitations to retailers in E-Vite?

Recent Activity

A list of your recently invited retailers and their invitation status.

What does the Activity screen show me?

Leaderboard

  • A ranking of company users based on their retailer invitation activity.
  • Click View Leaderboard to be redirected to the Leaderboard tab.
How can I see other's invitation activity?

Snapshot

There are 3 snapshot slides to view:

  • Monthly Snapshot - A count the invites the user has sent within the current month. Organized by Status.
  • Company Monthly Snapshot – Only seen by admins. A count of all invites sent from all company users in the current month. Organized by Status.
  • Company All Time Snapshot – A count of all invites sent from all users since the vendor registered with E-Vite.
Click View Details to be redirected to the Activity tab.

What does the Activity screen show me?

How can I see other's invitation activity?

Total Invites Sent

  • The count of invites sent from all users that is also shown in the Snapshot slides.

Total Processed

  • The count of invites with a Processed status that is also shown in the Snapshot slides.