Besides the possibility of inviting users from within Operate, you can also send invites and manage user profile from within the Portal interface.
To do so, select your name on the main menu bar and choose Manage Users.
Here is where you will find a list of current portal users, which you can use to invite, view, edit or delete users.
- Get started by clicking Invite User, above your user list.
- Enter the title, first and last name and email address of the user.
- Select the user's access level. Learn more about portal access levels and permissions.
- Click Send Invite.
Users who have been invited using the Portal will be marked in Operate, on their Contact profile, as having been invited from the Portal.
To edit a user, simply click the Edit link next to the user.
Edit the User Profile information, then click Change.
To delete a user, simply click Delete next to it and confirm your decision in the window that comes up.
When a user is deleted from within the Portal, the associated Operate Contact record is also removed.