Adding a Member
Invite someone into your portal.
- Open Home and select the Members tab.
- Select Add User to open the Add Member dialog.
- Enter their Email and Name — both required.
- Choose their Roles. The options are Founder, Portal Manager, Advisor, Investor, Portal Owner, and Super Admin.
- Select Save to send the invitation.
If the invitation does not arrive, use Resend Invite from the member's row actions menu.
Please note: Assign the role carefully, since it determines the modules the person will see.