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Inviting a User

A step-by-step guide

The Manage Users area lets you view and update the users in your portal. 

Only certain profile types can edit users. Typically, Client Admin and Client Manager, along with some Engagement Manager and Relationship Manager roles with user management permissions.

See our guide for more detail on profile type permissions: User Profile Types - Permissions.

Finding the Manage Users list

  • Sign in to your portal.
  • You may see a pop-up asking what you would like to do. If so, select Manage Users to go straight to the user dashboard.
  • If you land on the Engagements dashboard first instead, select the Manage users tab there.

Inviting a single user

Step 1

Open Manage users

Log in to your portal and select the Manage users tab.

 

Step 2

Add a single user

Select the arrow on Add new user, then select Add single user.

The Add new user dropdown, with Add single user highlighted

 

Step 3

Fill in their details

The Create new user pop-up asks for:

  • Role (required)
  • Title (optional)
  • First Name (required)
  • Last Name (required)
  • Email (required)
  • SSO ID (only shown if SSO is enabled for your portal)
  • Date of invitation (optional)

The Create new user form

 

Step 4

Send the invitation

Select Save. This sends the invitation email straight away.

The Save button on the Create new user form

Inviting multiple people at once

If you need to add several people at once, you can add them all from one screen instead of repeating the single-user steps.

Step 1

Open Add multiple users

Select the arrow on Add new user, then select Add multiple users.

The Add new user dropdown, with Add multiple users highlighted

 

Step 2

Set a shared invitation date (optional)

Under Global settings, you can set a Date of invitation that applies to everyone you add in this batch.

 

Step 3

Add each person

Select + Add another user to add a row, then fill in User Type, First Name, Last Name, and Email for that person. Repeat for everyone you want to invite. All fields are required for each row.

The Add multiple users screen, with Add another user highlighted

 

Step 4

Send the invitations

Select Create. Everyone listed receives an invitation email.

The Add multiple users screen, with the Create button highlighted

What happens after you invite someone

You can follow progress in your Manage users list:

Status What it means
Inviting The invitation email has been sent. The person has not yet set a password or signed in.
Active The person has set a password and can sign in to the portal.

If someone has not completed sign-up, Validis sends a reminder email after 7 days, and an expiry notice after 30 days. If their invitation expires, select Reinvite next to their name in the Manage users list to send a new one.

Communication sent to the new user

When you invite someone, they receive the following automated emails:

  • Invite Client — the initial invitation email, sent as soon as you add them.
  • Invitation Reminder for Client — sent 7 days after the invitation, if they have not yet signed up.
  • Invitation expired — sent 30 days after the invitation, if they still have not signed up.

Learn more about customizing these emails or see the full list of available placeholders.

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