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.
![](https://storage.crisp.chat/users/helpdesk/website/c21f0be400f90000/scr-20240123-lpjb-2_1qxo3hu.png)
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.
![](https://storage.crisp.chat/users/helpdesk/website/c21f0be400f90000/scr-20240123-lrft-2_1px6fvp.png)
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.
![](https://storage.crisp.chat/users/helpdesk/website/c21f0be400f90000/scr-20240123-lpjb-2_1qxo3hu.png)
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.
![](https://storage.crisp.chat/users/helpdesk/website/c21f0be400f90000/scr-20240123-lrft-2_1px6fvp.png)
Questions? Chat with us
Updated on: 30/01/2024
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