Audience
Technical Teams
Topic or Issue Description
An app partner request an invite code be configured for their application. The steps below will help them navigate this process.
Solution
- An App Partner can create unique 'Invite Codes' from the Panel under the Application they’re
using in production and direct Merchants to input that code into connect.omnivore.io to
schedule installations with Support. When an invite code is used by the Merchant, the system
will automatically share the merchant’s location with the app. - The ‘Invite Codes’ section is found on an application’s detail page in the Panel.
- When ‘Create’ is clicked, the system will automatically create a new code without
prompting the admin to enter a code of their choosing. - Using the ‘Actions’ dropdown, an admin can:
Edit and add notes to an invite code - Delete an invite code
- Enter Invite Code
App partners will direct merchants to go to connect.omnivore.io and enter the invite code that
they were provided. - When a merchant enters the invite code, the merchant’s location is automatically tied to the
application. - Next a merchant will be prompted to create / activate their Omnivore account. This is an
extremely important step as the merchant now owns their account and location in the system,
but also agrees to Omnivore’s terms of service. If an account already exists, select ‘Click here to
login
The merchant will then receive the following:
● Email with instructions on setting their account password.
● Email noting that the Omnivore agent at their location is now active.
○ Note: The content of this email is dynamic based on the POS selected by the
merchant. view email content for each POS type
● Email letting the merchant know that their request has been accepted by the app
partner.- Please reference your POS Install Handbook to complete the installation.