Invite a Member to the Portal
Send a portal invite
You can only send an invite if the member does not already have a linked account.
Open the member’s profile.
Click Invite in the member’s action area. This option appears only when the member has no linked account.
On the invite page, the member’s email is pre-filled if they have one on their profile. When an email is already saved on the profile, the invite form does not let you change it; update the profile email first if necessary.
Click Invite.
Kanri sends an email to the address you provided with a link to create an account.
If the member already has a linked user account, the invite option won’t appear. Instead, you’ll see a Delete icon on the user card to unlink the account from the profile.

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