Portal Invite Email Settings

How to adjust the settings of the Portal Invite Email. You must have the Service Provider Administrator user role assigned to access these settings.

When sending your Portal Users their invitation to use the portal, there is a main contact listed at the bottom of the email. This is the person in your organization that the Portal User is directed to for all queries relating to the Service Provider Portal Invite Email.

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This contact defaults to the employee who sends the invite to the Portal User, however, you can change this to be one constant person, either an employee in your organization or a third-party.

Setting The Contact

You can change this contact person in the Portal Administration section of the Service Provider Manager.

1. Go to Tools > Service Provider Manager

2. Select Portal Administration from the left-hand menu

3. Select the Settings tab

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4. Choose who you want to act as the main contact for your Portal Invite Emails

Invite Sender - The person who sends the invite to the Portal User, this will change based on who is sending the invite.

Your Employee - Select one employee to act as the main contact for all portal invites.

3rd Party - Enter the name and email address of a 3rd-party to act as the contact for all portal invites. You can set this up as an employee that is not in WhosOnLocation, a generic email address monitored by multiple people, an outside person who is managing your contractors, or any other person.

5. Click Save

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