Approve a portal invitation request
- Open the project contacts tab.
- If any portal invitations exist they are shown below the standard project contacts table.
- Review the invitation that you want to accept, and select the 'create user and link' button.
- The add a project contact window opens, and the company and personnel contacts have been created if they did not exist.
- Select the role for the contact for this project.
- Select any of the flags. e.g. if this contact should have access to the portal.