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Kanri
🚧 These docs are a work in progress. The information here may not be complete or accurate.

Invite a Member to the Portal

The member portal gives a member their own Kanri login. Once they’ve been invited and accepted, they can view their own profile, memberships, and more — without needing to contact you for basic information.

What members can see in the portal

Section titled “What members can see in the portal”

After accepting an invite, a member can view:

  • Their own profile details (name, contact information, address)
  • Their memberships (which programs they’re enrolled in and their current level)
  • Their bookings (if your plan includes bookings)
  • Files in their gallery

What members cannot see

Section titled “What members cannot see”

The portal intentionally limits access. Members cannot see:

  • Your school’s full member list
  • Other members’ profiles
  • Staff notes or interactions written about them
  • Billing amounts, subscription details, or payment history
  • Any administrative settings

Send a portal invite

Section titled “Send a portal invite”

You can only send an invite if the member does not already have a linked account.

  1. Open the member’s profile.
  2. Click Invite in the member’s action area — this option appears only when the member has no linked account.
  3. On the invite page, you’ll see the member’s email pre-filled (if they have one on their profile). You can change the email address if needed.
  4. Click Invite.

Kanri sends an email to the address you provided with a link to create an account.

What the member receives

Section titled “What the member receives”

The member gets an email from Kanri with a link to create their account. Clicking the link takes them to a page where they set a password and complete their account setup. Once they’ve done this, their account is automatically linked to their member profile.

Resend an invite

Section titled “Resend an invite”

If the member says they didn’t receive the invite email, or if the link has expired:

  1. Open the member’s profile.
  2. Click Invite again and submit the form.

Each time you send an invite, a fresh link is generated and emailed to the address you enter.

Troubleshooting

Section titled “Troubleshooting”

The member says they didn’t get the email. Ask them to check their spam or junk folder. The email comes from your school’s configured sending address (or Kanri’s default address if you haven’t set up a custom one). If it’s not in spam, send the invite again and confirm the email address is correct.

The Invite button isn’t showing. The member already has a linked account. Their portal login is active. If you need to disconnect it, use the Delete icon on the user card on their profile.

The member created an account but it’s not linked to their profile. This can happen if they signed up with a different email than the one on their profile. Check your Auto-link accounts behavior setting, and manually update the member’s email to match their account email, then invite them again.

Unlinking an account

Section titled “Unlinking an account”

If you need to disconnect a member’s portal account from their profile (for example, if the wrong account was linked), you can unlink it:

  1. Open the member’s profile.
  2. Find the linked user card and click the Delete icon, then confirm.

Unlinking removes the association between the user account and the member profile. The user account itself is not deleted — the member can be re-invited later if needed.

Next steps

Section titled “Next steps”