After accepting the invitation, your Contacts will be able to view documents and details related to their Investor Portal account.
Inviting contacts in bulk:
Step 1. Go to 'Contacts'
Step 2. Select the Contact(s) you wish to invite.
You can select a few by clicking the checkbox next to their name OR you can "select all" by clicking the checkbox at the top of the page.
NOTE: A Contact's registration status can be viewed in the "Portal Status" column. (Not invited, Invite Sent, or Registered)
Step 3. Select the 'Actions' button and then select 'Invite to Portal'.
Step 4. A pop-up box will appear, allowing you to customize the subject line and invitation message. Then click on the 'Send Invites' button:
A registration link to create their Username and Password, as well as a personalized message, will be sent to your Contact.
Inviting One Contact:
NOTE: Alternatively, if you are within a Contact's profile, you can invite them to the portal by selecting the 'Invite to Investor Portal' button in the left-hand column.
