Sending Portal Invitations
Inviting portal members in BoardSpot can be en masse or one person at a time. This article gives instructions for both methods.
As an Org Admin, navigate to the People page.
Use the Send all invites link.
NOTE: This will send an invitation email to every member of your portal whose profile shows "not yet invited". This email is not customizable, but includes a clear call to action link for the members to click on, whereupon they set their password and time zone.
As an Org Admin, navigate to the People page.
Click on the ellipses (three horizontal dots) on the right side of the profile.
Select Send Invite or Resend Invite.
NOTE: This will send an invitation email to this member of your portal. This email is not customizable, but includes a clear call to action link for the member to click on, whereupon they set their password and time zone.
Questions? Chat with us
Sending out portal invitations en masse:
As an Org Admin, navigate to the People page.
Use the Send all invites link.
NOTE: This will send an invitation email to every member of your portal whose profile shows "not yet invited". This email is not customizable, but includes a clear call to action link for the members to click on, whereupon they set their password and time zone.
Sending a portal invitation to a single person:
As an Org Admin, navigate to the People page.
Click on the ellipses (three horizontal dots) on the right side of the profile.
Select Send Invite or Resend Invite.
NOTE: This will send an invitation email to this member of your portal. This email is not customizable, but includes a clear call to action link for the member to click on, whereupon they set their password and time zone.
Questions? Chat with us
Updated on: 30/01/2024
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