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Approving or Declining a Portal Invitation Request
Approving or Declining a Portal Invitation Request

How to approve and decline portal invitations

Updated over 3 years ago

How to approve a portal invitation request:

  1. Open the project contacts tab.

  2. If any portal invitations exist they are shown below the standard project contacts table.

  3. Review the invitation that you want to accept, and select the 'create user and link' button.

  4. The add a project contact window opens, and the company and personnel contacts have been created if they did not exist.

  5. Select the role for the contact for this project.

  6. Select any of the flags. e.g. if this contact should have access to the portal.

  7. Save.

How to decline a portal invitation request:

  1. Open the project contacts tab.

  2. If any portal invitations exist they are shown below the standard project contacts table.

  3. Review the invitation that you want to decline, and select the option to 'ignore this request by clicking this link'.

  4. The invitation request has now been declined and removed from the project contacts tab.

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