Skip to main content

​
Team Overview

The Team page shows everyone from your company who has access to your portal. You can view team members, invite colleagues, and see recent activity. [SCREENSHOT: Team page showing member list with roles] Caption: View all team members with portal access

​
Viewing Team Members

​
Team List

The team page displays:
  • Name - Team member’s name
  • Email - Contact email
  • Role - Their role (Admin, Member, etc.)
  • Status - Active, Invited, etc.
  • Last Active - When they last accessed the portal
[SCREENSHOT: Team member card with details] Caption: Each team member shows key information at a glance

​
Member Roles

RoleDescription
AdminCan invite team members and manage settings
MemberStandard access to complete tasks
ViewerRead-only access to progress
Roles may vary depending on how your vendor has configured the portal.

​
Inviting Team Members

Share portal access with colleagues who need to participate in onboarding.

​
Who Should Have Access?

Consider inviting:
  • Project managers
  • Technical leads
  • Key stakeholders
  • Team members who will complete tasks
  • Decision makers who need visibility

​
Sending Invites

1

Go to Team Page

Navigate to Team from the portal navigation.
2

Click Invite

Click the “Invite Team Member” button.
3

Enter Details

Provide:
  • Email address
  • Name (optional)
  • Role (if selectable)
4

Send Invitation

Click “Send Invite”. They’ll receive an email with access instructions.
[SCREENSHOT: Invite team member dialog] Caption: Invite colleagues by entering their email

​
What Invitees Receive

Invited team members get:
  • Email with portal access link
  • Instructions for setting up their account
  • Option to set a password (for direct login)

​
Managing Invitations

​
Pending Invitations

View outstanding invitations that haven’t been accepted:
  • Shows email address
  • When invite was sent
  • Option to resend or cancel

​
Resending Invitations

If someone didn’t receive or lost their invite:
1

Find Pending Invite

Locate the invitation in the pending list.
2

Click Resend

Click the “Resend” button.
3

Confirmation

A new invitation email is sent immediately.

​
Canceling Invitations

To revoke an unused invitation:
1

Find Pending Invite

Locate the invitation in the pending list.
2

Click Cancel

Click the “Cancel” or “Revoke” button.
3

Confirm

The invitation link will no longer work.

​
Team Activity

​
Recent Activity

Some portals show team activity:
  • Who completed which tasks
  • When tasks were completed
  • Recent logins

​
Activity Benefits

Seeing team activity helps:
  • Coordinate work across team members
  • Identify who is actively participating
  • Track progress by contributor

​
Permission Levels

​
What Team Members Can Do

ActionAdminMemberViewer
View tasks✅✅✅
Complete tasks✅✅❌
Upload documents✅✅❌
Submit forms✅✅❌
Invite members✅❌❌
Manage team✅❌❌
Your vendor may have different permission configurations. Contact them for specific details.

​
Best Practices

Invite Early

Add team members at the start so they can follow the entire journey

Right People, Right Tasks

Invite those who will actually complete tasks, not just observers

Keep It Small

Too many people can cause confusion about who does what

Update When Needed

Remove access when team members change roles or leave

​
Troubleshooting

Check:
  • Correct email address was entered
  • Email isn’t in spam/junk folder
  • Corporate email filters
Try:
  • Resend the invitation
  • Have them check spam
  • Try a different email address
Check:
  • You have Admin role
  • Invite feature is enabled for your portal
Contact:
  • Your CSM can add team members directly
Check:
  • Invitation was accepted
  • They’re using the correct email
  • No password issues
Try:
  • Password reset
  • Resend invitation
  • Contact CSM

​
What’s Next?

Portal Settings

Manage your account settings

Completing Actions

Learn how to complete tasks