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".
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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