How to Send Portal Invite

1. Ensure the client has a valid and correct email address on file for the invite for the to register to be sent to. ***If no email address is on file, click on the pencil icon to edit, add email address and click save at the bottom.  

2. Click on "Send Invite". 

3. A pop up will appear letting you know the invite has been sent. Click "OK" to close. 

4. The Action Center will then display the status of the invite, when the invite was sent, when the invite was clicked by the client, and a button to select if the invite needs to be resent.