Team & Membership

Understanding roles

Portal has four show-wide roles, from least to most access:

Role What they can do
Viewer Read reports, announcements, and documents
Editor Everything a Viewer can do, plus create/edit reports and items
Manager Everything an Editor can do, plus manage members, departments, and settings
Owner Full control including show deletion and ownership transfer

Inviting users to a show

  1. Go to the show's Members page.
  2. Enter one or more email addresses (comma-separated for batch invites).
  3. Choose the role to assign (Viewer, Editor, or Manager).
  4. Click Send Invites.
  5. Each person receives an email with a link to join the show.

Note: If the person doesn't have a Portal account yet, they'll be prompted to create one first.

Accepting an invite

  1. Click the invite link in your email.
  2. If you're not logged in, log in or create an account.
  3. You'll be added to the show automatically at the assigned role.

Cancelling a pending invite

  1. Go to the show's Members page.
  2. Find the pending invite in the list.
  3. Click Cancel next to it.

Role required: Manager or Owner.

Changing a member's role

  1. Go to the show's Members page.
  2. Find the member and click the role dropdown next to their name.
  3. Select the new role.

Role required: Manager or Owner. Only the Owner can promote someone to Manager.

Removing a member from a show

  1. Go to the show's Members page.
  2. Click Remove next to the member you want to remove.
  3. Confirm the action.

Role required: Manager or Owner. You cannot remove the Owner.