Adding users to portal
Once your portal is set up and published, you can start adding users to it. Hub admins can invite users to the portal through individual email addresses, upload a CSV file to import multiple users, or by allowing external user signups.
Inviting users using their email addresses
To invite a user using their email address:
- Navigate to the custom portal.
Choose users from the Manage tab.
Click Invite in the top-right corner.
Type in the email address and click Send.
Bulk inviting users using CSV file
To invite a large number of users through CSV file:
1. Navigate to the portal from the Custom Portal tab.
2. Go to the Users tab, then click Invite in the top-right corner.
3. Click Import CSV.
4. Click Choose a file and select the file from your device.
5. Hover over the email ID to edit or remove it and click Proceed.
The name of the column consisting of the email addresses in your CSV file should be "Email Address".
Only 100 users can be invited at a time.
Here is a screenshot of a valid CSV file:
Enabling user sign-ups
Enabling external user signups provides users with the option to sign up to your portal without the need for you to manually add them. You can choose to require admin approval for these sign-ups, giving you control to review and approve new users.
To enable sign ups:
1. Navigate to the portal.
2. Choose General from the Settings tab.
3. Enable Allow sign-up below the Sign-in option from the Access section.