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Using the invitation process for the Portal team space
Using the invitation process for the Portal team space
To bring members into your team you will invite them from the team space itself. This process only requires their email address and sends automated messages from WA Portal (Healthier Washington Collaboration Portal) to help them set up their account and quickly begin engaging with you and other members on the site.
In the right navigation sidebar within your team click the Manager Tasks drop down.
Use the Add a Member button to add someone who already has a WA Portal account.
You must use the same email address that's in our system in order to locate their account and add the person to your team.
Use the Invite a Member option to send just one person an invitation to create an account on WA Portal and join your team.
The invitation email will say you (based on your email address) are inviting them to join the team and provides the name of the team you have invited them from on WA Portal.
Use Invite Multiple Members to paste a list of email addresses to people you want to join your team. They will each receive an invitation to create an account on WA Portal and join your team.
The invitation email will say you (based on your email address) are inviting them to join the team and provides the name of the team you have invited them from on WA Portal.
Important: Once your participants have set up their password, they must visit the My Portal page and then click "accept" on your invitation. They will not be able to access your team until they accept on the site. Using onboarding messaging can help ensure they follow this step.