Inviting and managing users in a portal

After creating a new custom portal, the hub admin can invite users to the portal. The users can accept the invitation to join the portal.

To invite users using their email address:

Navigate to the portal from the Custom Portal tab.
Go to the Users tab, then click Invite in the top-right corner.
Enter the email addresses and edit the email message, then click Send.

To import users from a CSV file:

Navigate to the portal from the Custom Portal tab.
Go to the Users tab, then click Invite in the top-right corner.
Click Import CSV.
Click Choose File and select a file from your device.
Hover over the email addresses to edit or delete them.
Click Proceed, then click Send.

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:

To activate or deactivate users in a portal:

Navigate to the portal from the Custom Portal tab.
Go to the Users tab.
Go to the user's email address in the list and click the More Options icon.
Click Activate or Deactivate.

To remove a user from your portal:

Navigate to the portal from the Custom Portal tab.
Go to the Users tab.
Go to the user's email address in the list and click the More Options icon.
Click Remove.

To revoke an invitation:

Navigate to the portal from the Custom Portal tab.
Go to the Invitations tab.
Click Revoke on the user's email address.

To resend an invitation:

Navigate to the portal from the Custom Portal tab.
Go to the Invitations tab.
Click Resend on the user's email address.

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