Main Settings (Invitation)

To learn about invitations, click here.

To define an invitation:

1. When someone accepts this invitation and logs in to the portal for the first time, a portal user is created. To choose a folder in which to store the users created for invitees accepting this invitation, click Browse; then, in the Select a Folder dialog box, choose a folder and click OK.
   
   If you want to display an 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 import users.

2. The new users generated by this invitation should see content appropriate to their needs when they first log in to your portal. To specify their initial view of the portal, choose a default profile from the Default User Image drop-down list.

3. Add this invitee to groups:

• 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 add a user to a group, you must have at least Select access to that group.

• 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 or click the icon to the right of that— (sort ascending, a-z) or (sort descending, z-a).

• To display the page associated with this help topic:

1. Click Administration.
2. Open the Invitation Editor:
• To create a new invitation:
1. Open an administrative folder.
2. In the Create Object menu, click Invitation.
• To edit an existing invitation:
1. Navigate to the invitation you want to edit.
2. Click the invitation name.