ADD CONTACTS TO GIVE ACCESS TO YOUR PORTAL

  1. From your projects dashboard, locate the Manage Contacts panel then click Edit. Or you may also use the Invite button on the project tile. Both will display the same pop-up window.

2. You have two options on how you can give access to users:

Link InvitationĀ 

a. State the role of the user you are going to invite.
b. Click Copy Link then send it to the user.
c. User will fill out the form after opening the link.
d. When the user accesses your portal, he will not be tagged in any of the projects unless you add it as your project members.

Email Address InvitationĀ 

a. Fill out the fields.
b. then state the role of the user and the project he/she will be involved in.

Did this answer your question?