Onboarding
How to send portal invitations, what the invitee experience looks like, and how admins approve new users.
Only admins and super admins can invite new people to your organization's portal. If you'd like to bring someone onto your team but don't have admin access, ask your account admin to send them an invitation.
- Click Users in the sidebar.
- Click the Invite User button in the top right.
- Enter the email address of the person you want to invite.
- Select a role from the dropdown. The portal suggests a role based on common job functions, but you can choose any of the 9 available roles.
- Click Send Invitation.
The portal will send an email to that address with a link to set up their account. They have 30 days to accept the invitation. After 30 days, if they haven't set up their account, you can resend the invitation from the Users page.
When someone receives an invitation email, they'll click a link that takes them to a setup page. Here's what they experience:
- They create a password for their account.
- They complete the 6-step invitee onboarding wizard, which includes: profile information, declared function and activities, communication preferences, goals, services, and brand direction.
- The portal uses their declared function to recommend a role. If they select activities that suggest they need higher permissions, those elevated requests are flagged for admin approval.
- Once they finish the wizard, they either get immediate access or see the Pending Approval screen if your organization requires admin approval for new users.
When a new user declares activities that suggest they need elevated permissions beyond their assigned role, they'll see a notification that their request is pending admin approval. You'll get a notification, too.
To review and approve these requests:
- Click Users in the sidebar.
- Find the user in the list and click their row to see their full profile.
- Review the capability or permission they requested, along with the activity they said they perform.
- Click Approve to grant the permission or Deny if they don't need it.
Once you approve a request, the user gets immediate access to whatever they asked for. If you deny it, they can still work with their base role, but they won't have those extra capabilities.
If someone was invited but never set up their account, you can check their status from the Users page. You'll see "Pending Setup" next to their email. Click the menu icon (three dots) next to their name and select Resend Invitation to send the setup link again.
If a team member needs to leave your organization, go to the Users page, click the menu icon next to their name, and select Remove User. They'll immediately lose access to the portal. Their work and data stay in the system; they just can't log in anymore.
If you need additional help, reach out to your Account Manager or submit a support ticket from the Support page.
Ready when you are
Book a call and we'll map the fastest path from where you are to booked, paying work.