Designate the people (or the company) who will receive the points from your pharmacy's challenges, track their invitation and remove them when they leave.
Add a beneficiary
Click the "Settings" gear in the top bar: the "Settings" page opens.
Open "Team members", then the "Beneficiaries" tab.
Click "Add a beneficiary".
Fill in "First name", "Last name", "Email" and the "Type": "Natural person" or "Legal entity".
Click "Add".
Result: "Beneficiary added successfully". If the address is new on Opeaz, the beneficiary receives an invitation e-mail to choose their password.
Alternative path: click the "Account settings" icon (the three dots next to your initials, at the bottom of the left menu), then "Settings", and resume at step 2.
Beneficiary already exists
If, when adding a beneficiary, the message "This beneficiary already exists. Would you like to associate them with your pharmacy?" appears, click "Associate".
A beneficiary's invitation status
The "Invitation status" column of the "Beneficiaries" tab ("Settings" page > "Team members") shows:
Never invited
No e-mail has been sent: click "Reinvite".
Invited
The invitation has been sent but the beneficiary has never logged in: they must follow the link in the e-mail.
Logged in
The beneficiary has already logged in: their access is ready.
Resend the invitation to a beneficiary
Open the "Settings" page ("Settings" gear in the top bar) > "Team members", "Beneficiaries" tab.
On the beneficiary's row, click "Reinvite".
Result: "Invitation sent to" followed by their address.
Edit a beneficiary
The e-mail can no longer be changed once the beneficiary has logged in.
The type (natural / legal) can only be changed by Opeaz support.
Remove a beneficiary
Open the "Settings" page ("Settings" gear in the top bar) > "Team members", "Beneficiaries" tab.
On the beneficiary's row, click "Remove", then, in the "Remove this beneficiary?" window, click "Confirm".
Result: "Beneficiary removed". Their points history is kept.
If it doesn't work
"Cannot remove this beneficiary" → they have points awaiting validation: wait for the laboratory's validation or remove their points.
"This email is already used by another beneficiary" or "This e-mail address is already associated with an existing account that cannot be used as a beneficiary." → use another address, or contact support via the Opeaz bubble.
"Send failed. Check the email address" → correct the address and reinvite.
You don't see the "Beneficiaries" tab → you are not an administrator of the pharmacy.