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Invite Members in Bulk to the Members Portal
Updated over a month ago

Overview

Inviting members in bulk can send all selected members to the Member Portal. Learn more.

Important: The invite can only be made for selected members. It's not possible to bulk invite all members.

Important: Make sure that the selected members all have emails defined in their profiles in OfficeRnD, otherwise the system won't be able to send them invites.

  1. Navigate to the Community module and navigate to Users

Step-By-Step Guide

2. Navigate to Community/Users.

3. Users Overview

A User connects the Member to the Member's Portal, e.g when you're enabling a member to access the members portal, you're actually issuing permissions to the user that exists in the system.

The overview page in Community/Users contains each user/member's name, company, location, email, if they've received an invitation,status,privacy of their profile, and time/date (if they've accepted theterms and conditions).

community users.png

4. Click on the Checkbox to select all users on the page.

member select all.png

6. Click Invite.

invite.png

7. Invite Members

A pop-up dialog will display a confirmation to Invite the users or to resend invitations if they've been invited previously. Click on Invite and the members will receive a Welcome email from OfficeRnD. You can customize the email's content.

Important: The invitation email contains a token that logs the member in the portal and prompts them to create a password. The token is only valid for 72 hours.

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