4. Invite your collaborators 💪
Work as a team!
Your portal is ready, now you want to invite members of your team or other people to work in a collaborative way.
Accounts menu
You will find this menu in the administrator area.
The menu "Team members" contains all active, pending or blocked collaborator accounts.
The menu "Public portal accounts" contains all user accounts (candidates).
Invite a collaborator
Click on the "Invite a team member" button
Add the email address and the role of the person you want to invite
There are two roles:
Collaborators: they will be assigned to one or more programs. This is a restricted role.
Administrators: they will have access to all the parameters of the platform
The person receives an invitation by email to confirm his account and fill in his personal information:
First name
Last name
Password
Status of the email
Not confirmed : the person has received the invitation but has not yet confirmed it
Confirmed : the person has received the invitation and has accepted it. They can now access the platform.
Block team member accounts
You can block access to a user on the platform without deleting his account.
The advantage is that you block access for the user without deleting the content that is linked to his account (the notes or comments left on the files for an evaluator for example).
Change the information of the collaborator account
From the account profile, you can change :
The person's role
Account information: last name, first name, picture, email...
Send a password reset email
Permanently delete the account
Have a question? Need some advice?
Do not hesitate to contact us directly via the support interface present on the administrator platform ! 😉
Configure your portal 🚀
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