Sending Invitations
To send an invitation, you generate a link to e-mail to
recipients. Recipients who follow this link are prompted to create
a new account in your portal and can then begin customizing their
views of your portal and exploring its contents.
Before you send an invitation, you must:
To send an invitation you must have the following rights and
privileges:
- Access Administration activity right
- At least Edit access to the invitation
You can create
- Click Administration.
- Open the folder in which the invitation is stored.
- Select the invitation and click
Send Invitation.
The Send Invitation page opens.
- If you have not already done so, create an invitation link.
Click
Create New Invitation
Link.
If you have already created an invitation link with the expiration
settings you want to use, skip to Step 6.
- In the Create New Invitation Link dialog box, specify settings
to prevent this link from being circulated and allowing unintended
users access to secured content in your portal.
- In the Name box, type a name
for this link that makes clear to you and other portal administrators
what this link is for.
- In the Number of Invitations box,
type the maximum number of users that can be created from this link.
- In the Expiration Date box, type
the date after which this link displays an error and will not allow
users to create a portal account.
To choose the date from a calendar, click
.
- To create the link, click Finish.
- To display the invitation link, click the link name.
- Copy and paste the invitation link into an e-mail, modify
the message as desired, and send it to your invitees.
Note: The only way to cancel an invitation is to delete the
invitation, so be sure your invitation is correct before you e-mail
it to anyone.
