Note: KORE Intake is in active development. Several new features are planned, and this documentation may not reflect the latest updates.
Intake allows multiple people in your organization to review sponsorship applications. Admin users can add and remove users via the Setup > Users page.
To add a colleague to Intake, click the Invite Users button. Provide their email address, first name, and last name. You can also choose whether they should be a standard user (default) or an admin. The user’s status will be “Invited” until they click the link in the invitation email, at which time they become “Active”.
You can resend or revoke the invitation if it hasn’t been accepted yet.
To manage an existing active user, click the pencil icon on that user’s row. You can change the user’s role, activate/deactivate their account, and assign the user to an approval group if you’ve created any. However, you cannot change the user’s name or email address at this time.
Note: Approval groups will be used with the approval workflow, a planned feature. At the time of this page’s publication, it is not available yet.
Use the Manage Groups button to add, change, or delete an approval group. In the window, use the New Group button to add a new entry to the list of groups or select an existing group from the list to change its names or make multiple changes to its membership. Use the Delete Group button to remove it.