Overview
When a Portal's Manager or Administrator sends an invite request to a user, a confirmation message is sent to the user's email address. The user is then required to complete the registration process.
Read How to Add New Users to a Portal to know more about inviting users and sending them a confirmation email.
Steps
All users who are invited to join the Portal by their Manager or Administrator must perform the following steps to complete the registration process:
I. Open the registration email received.
An example of the email received is shown below.
- Click on the button Click here to Complete your registration.
Note: In the event that the registration link provided in the initial invitation email has expired (which occurs after 24 hours), you will need to resend the invitation to enable the intended user to complete the registration process.
To re-invite a user and facilitate their access to the portal, kindly follow the prescribed steps that were initially employed to add a new user to the portal.
ii. You will be directed to a screen with a registration form:
1. Enter your First Name
2. Enter your Last Name
3. The email provided by the Manager/Admin while inviting you to the Portal is already entered and cannot be edited
4. Set a Password that conforms to the Password Policy defined by the Admin of the Portal. In this case, the password is required to be:
a. Minimum length of password should be 8 characters
b. Minimum 1 uppercase character(s)
c. Minimum 1 number(s) are required
d. Minimum 1 special character(s)
5. Confirm the Password by entering it again
6. Check 'I agree to the Privacy Policy' after reading it carefully by clicking on the hyperlink.
7. Check 'I agree to the Terms of Use' after reading it carefully by clicking on the hyperlink.
Note: Privacy Policy and Terms of Use checks will only appear when GDPR has been enabled on the Portal.
8. Click the Register button to complete the process
iii. You will be directed to a page telling you that you have completed registration:
1. Click here to proceed to the login screen
iv. On the Login screen:
1. Enter your email address
2. Enter your password
3. Click on the Sign In button
You will be able to login to the Portal successfully.
Contributions were made by Sarrah Hussain & Perwasha Khan.