Invitations
Pre-approve people so they can access the portal on their first sign-in. Anyone not pre-approved is approved from the access review’s queue, as before.
Add people
Choose the organization and who you are adding, then list the people.
Use the organization ID from the customer record.
Applies to everyone you add below.
People
Paste rows from a spreadsheet (email, name, role) into any email field.
EmailName (optional)RoleStatusRemove
- Person 1
Pending invitations
People who have not signed in yet.
No organization yet
Enter an organization above to see its pending invitations.