How to send invites and add users to portal

How to send invites and add users to portal

1. Once logged in, navigate to your teams main dashboard and select the 'Settings' button in the bottom right. 


2.  From the settings page, select 'Portal Invites' which can be found at the top of the screen.



3. Add the email(s) of the user(s) you would like to add in the 'Email Bar' and press 'Send Invites.'



4. The user will need to check their inbox for the email and continue with the account setup. If a user does not receive the email you can re-send it to them in the same screen by using the "Re-send' option beside the users name.


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