Send Invitation

Invitations allow you to direct potential users to your portal, making it easy for them to create their own user accounts, and letting you customize their initial portal experiences with content that is of particular interest to them. To learn more about invitations, see About 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.

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.

To send an invitation:

  1. Click Create New Invitation Link.

  2. 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:

    1. In the Name box, type a name for this link that makes clear to you and other portal administrators what this link is for.

    2. In the Number of Invitations box, type the maximum number of users that can be created from this link.

    3. 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 .

    4. To create the link, click Finish.

  3. To display the invitation link, click the link name.

  4. Copy and paste the invitation link into an e-mail, modify the message as desired, and send it to your invitees.


  1. Click Administration.
  2. Navigate to the invitation you want to send.
  3. Select the invitation.
  4. Click Send Invitation.