Before we start with this one, let’s get to one of the most important points: your admins are your team members; they don’t need to sign up separately in our portal, like you did. Instead, you invite them to join the portal. This guide will walk you through the process of inviting an admin. Let’s learn how to do that!
Go to manage.mipropertyportal.com
1. Click “Manage Admin Access”
Navigate to the dashboard, and select the option “Manage Admin Access” from here.
2. Click “Invite Others to Join as Admin”
Once you are inside the Admin view page, click on “Invite Others to Join as Admin.”
3.
It will bring you to this page, where you can invite an admin to join the portal.
4.
Provide the name and email address of the invitee, as you would do for any other invitation
5.
If you have created a custom email template for inviting the admin, it will be listed in the template drop-down list. If not, check out the tutorial on how to create an email template. Go ahead and select it.
6.
Once selected, the template’s content will show up in the body section; you’ll see the template laid out like this, with a button for registration.
7. change subject
You can edit the subject line, as I did here! It’s super easy to tweak it and make the subject more personal.
8. edit body content
Now, back to the body section. The first line says, Hello admin_full_name . Don’t worry; this placeholder will automatically populate their name. The second line, includes a friendly Join message. And finally, there’s the button, which is already linked to the registration link. When the admin clicks it, they’ll be directed to complete their registration.
9. Click “Hello {{admin_full_name}}:”
If you want to customize the message, you can do it right here. Just be sure to keep the placeholders and the registration button intact, as they are essential for personalization and functionality.
10.
For instance, you could customize it like this.
11. CC invitaion
If you’d like a copy of this email for your records, check this box right here.
12. Click “Send Invite”
Now, click on this Send Invite button, and the email will be sent to the admin.
13. admin list view
It will redirect you to the list where you will see the admins you have invited to join the portal.
14. Click “View Invited Admin”
You can also View the invited admins, by clicking this button, from the admin page.
So, we covered the precise steps to invite an admin to join the Portal. Next, let’s wait for the admin to accept your invitation… Happy waiting!