Invite people

Send invitations, choose roles and manage pending invites.

For administratorsPortal3 min read

Before you start

• The Global Admin or User Admin role.

1. Open invitations Go to Users › Invitations and select Invite users.
2. Add recipients Enter an email address, or use Bulk paste to add many at once, one per line.
3. Add their title Enter their organization or job title.
4. Choose a role Pick the role they'll have when they create their account. See Roles, the Portal and the app.
5. Add a note (optional) Say why they're being invited or what to do first.
6. Send Select Send invite.

Manage pending invitations

Action	When to use it
Resend invitation	The person can't find the email.
Copy invitation link	You want to send the link yourself, for example by text message.
Delete invitation	The invitation was sent by mistake or is no longer needed.

The list shows who sent each invitation and when it expires.

Tip

Most people only need the app. Choose User app only unless someone will set up or review work in the Portal.

Next, add people to groups and jobs so work reaches them.