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About email settings

Inviting Time Mobile App Users

Setting Up Time Entry

Creating an Invitation for Mobile Users

Note: Sage Mobile apps and associated Simple Time Entry functions require a subscription license for Sage 100 Contractor. For more information, contact your Sage business partner or your Sage customer account manager at 1-800-858-7095 or [email protected].

As the last step of setting up an employee to use the Time mobile app, you send them an invitation to use the mobile app to enter time. You use the Mobile users Invitation Setup window to create one invitation that you send to all mobile users. You need to specify:

  • Contact information for an employee who can assist mobile users.
  • Your company's user agreement that potential mobile users must accept.
  • The email account from which to send invitations.

The invitation will be sent to the email address you specify for an employee in their 7-2-3 Mobile Users record. It will contain a security key, the user agreement, links to download the app, some technical information, and the instructions they need to begin using the Sage Time app.

Before setting up invitations

Create a terms-of-use agreement that employees must accept before they can begin using the Time app. Save the agreement as a TXT file.

If you need assistance creating the agreement, consult your legal counsel.

To create an invitation for mobile users:

  1. Open the 7-2-3 Mobile Users window.

  2. Click Options > Invitation Setup.

  3. In the Mobile Users Invitation Setup window that appears:

    1. Use the Contact fields to enter contact information for a resource person who can help mobile users.

    2. In the Company's user agreement . . . for users of the Sage Time app field, navigate to and then select the text file that contains the user agreement.

    3. Click [Email Settings] and then use the Email Settings window to select your preferences for sending emailed invitations, including a company email address. (For more information specifying email preferences, see About email settings.)

    4. Click [Save], and the close the Email Settings window.

  4. Click [Save], and the close the Mobile Users Invitation Setup window.