You can easily invite new users to join your portal and assign them specific roles.

To do so, follow the steps shown below.

Access Portal Settings

• From your Portal Dashboard, click on your Profile icon and select Portal Settings.

  

  

Open Portal Users:

• In the settings menu, navigate to the Portal Users section.

  

• Click the Add button to open the user invitation form.

• Enter User Details:

  • Provide the following details for each user:
    • Username
    • Email Address
    • Organization
    • Portal Role

• Add Multiple Users (Optional):

  To invite more than one user, click Add User to insert another entry and fill in the required details.

• Send Invitations:

  Once all details are entered, click Invite User. Invitation emails will be sent to the entered email addresses, allowing recipients to join your portal.