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.

Sending out portal invitations en masse:

1. As an Org Admin, navigate to the People page.
2. 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:

1. As an Org Admin, navigate to the People page.
2. Click on the ellipses (three horizontal dots) on the right side of the profile.
3. 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.

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Updated on: 30/01/2024