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By the end of this guide you'll know how to invite a contact to your investor portal from their row in the contacts list or from their contact page, send invitations to several contacts at once with an optional personal message, and read the portal status shown for each contact.
Note
You need access to the GP workspace to invite contacts. A contact must have at least one email address on file before you can invite them — the invitation goes to their primary email.
Invite a contact from the contacts list
- Open your contacts list and find the contact you want to invite.
- Open the row's kebab (three-dots) menu and select Invite to portal. A portal invitation dialog opens with just that contact.
- Optionally add a personal message to include in the invitation email.
- Select Send Invitations to confirm and send.
Note
The row menu adapts to the contact's portal status. If the contact has already been invited or is still verifying their email, the menu shows Resend invitation instead. If the contact is already active on the portal — or has no email on file — no invitation option appears.
Invite a contact from their contact page
- Open the contact's page from your contacts list.
- Select Invite to Portal. The button appears only while the contact hasn't joined the portal yet.