If you are wondering how to send your members an invite to the members portal, please follow the below steps to enable their access:
1. Create a member profile in the Admin Portal. If not yet created, go to Community > Members > Add Member.
2. If the member profile already exists in the system, navigate to the member's profile to enable access. Please make sure the member does have a valid email address. If not, you won't be able to set access to the Member Portal.
3. Once you are in the member's profile, enable Members Portal Access from the toggle.
Note: If an error appears stating that the user has existing permissions, it indicates that there is (or was) a member profile previously registered in the system using the same email address and permissions, which have been deleted by the admin team. To restore permissions, please contact [email protected].
In OfficeRnD, we advise our customers to remove access permissions before deleting their member profiles.
4. Once access to the portal is enabled, the member will receive a welcome email with an access token valid for 72 hours.
5. If a member misses accessing his or her email within the allotted time frame, admins could resend an invite by using the following two options:
Click the disable access button from the member's profile and enable it. This would send another welcome email to the customer, valid for another 72 hours.
Go to Community > Users - select the member and click on the blue invite button to resend an invitation.
