Inviting Users to Your Portal
Before you create an invitation, you must:
- Create the default profile you want to apply to the users who
accept the invitation.
- Create the folder in which you want to store the users who accept
the invitation.
To create an invitation you must have the following rights and
privileges:
- Access Administration activity right
- Create Invitations activity right
- At least Edit access to the parent folder (the folder that will
store the invitation)
- Click Administration.
- Open the folder in which you want to store the invitation.
- In the Create Object drop-down list,
click Invitation.
The Invitation Editor opens, displaying the Main Settings
page.
- Select a folder in which to store the users who accept
this invitation. Click Browse; then, in the Select a Folder dialog box, choose a folder and click OK.
If you want to display a particular experience definition interface
to users when they log in, choose a folder to which the experience
definition has been applied or apply the experience definition to
the chosen folder before you send the invitation.
- In the Default User Image drop-down
list, select the default profile to apply to users who accept the
invitation.
The default profile defines the user's initial view of the portal.
- Select the groups to which you want to add users who accept
the invitation.
- To add invitees to a group, click
Add Group; then, in the Select Groups dialog box, select
the groups you want to add and click OK.
To remove a group from the list, select the group and click
.
To select or clear all of the group check boxes, select or
clear the box to the left of Group Name.
- To toggle the order in which the groups are sorted, click Group Name.
After creating the invitation, you need to generate an invitation
link and e-mail it to your invitees.
