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 profile, memberships, and other information without needing to contact you for basic details.
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)
- Non-draft invoices and receipts
- Documents and files shared with them through the Member Portal
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
- Staff billing controls or draft invoices
- Any administrative settings
Members and contacts who can manage a profile can review its non-draft invoices and payment receipts. They do not get access to staff billing tools.
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.
- 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.
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:
- Open the member’s profile.
- 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. If the account is still unlinked, confirm the profile email is correct before sending another invite; the invite form cannot change an email already saved on the profile.
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:
- Open the member’s profile.
- Find the linked user card and click the Delete icon, then confirm.
Unlinking removes the connection between the user account and the member profile. It does not delete the user account. You can invite the member again later.