How to Send a Portal Sign-up Link and Assign Access

Overview

This article explains how to send someone a link to sign up for the portal and how to assign them to an account or workflow.

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Send a sign-up link

• Go to the portal's "Invite" or "Users" page.

• Choose "Invite user" or "Send sign-up link."

• Enter the person's email and select the appropriate role or permissions.

• Send the invitation; the recipient will receive a link to create their account and set a password.

Assigning a user from their portal

• Once the user has created their account, sign in as an admin.

• Navigate to the account or workflow you want to assign (for example, Company A or Company B).

• Open the account's "Users" or "Team" settings and add the new user, selecting the desired role or permissions.

Notes and tips

• If the person should belong to a specific company when they sign up, some portals let you pre-select the account on the invitation so they appear in the correct organization automatically.

• If the recipient already has multiple accounts in the system, you can assign them to additional accounts after they sign up via the account "Users" settings.

• If you do not see invite or user controls, check your admin permissions or contact an admin.

Example flow

1. Admin: Invite user by email and choose "Member" role for "EAC Delivery Systems, Inc." (if available).

2. User: Receives email, clicks sign-up link, creates account.

3. Admin: Confirms user appears under EAC Delivery Systems, Inc. and adds additional access to VernDoss Inc if needed.

Need more help?

If you can't find the invitation or user management options, contact your account admin or support for step-by-step assistance.