Approving a portal invitation request

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.
Save.