Inviting Other Users to ClearPort

Learn how to invite other users to ClearPort.

Step 1 - ClearPort Navigation Menu

• Firstly, you need to navigate to ClearPort's navigation menu. This can be found at the left of any page on ClearPort.
• Click on the dropdown button titled 'Accounts'.
• Then click the 'Users' button

Step 2 - Your 'User' Page

• This page will display a list of your users.
• To invte new users, click on the button titles 'Invites'.
• Then click the '+ Invite Users' button.

Step 3 - Enter User Details

• Enter the users email address.
• Enter the users name.
• Click the button titled 'Send Invite'.
• Important: *If you don't want the user to receive the invite email immediately, un-check 'Send Invite Email'.

Step 4 - User Email

• The user you invited to ClearPort will receive an email to the inputted email address.
• This will contain a link which will allow them to complete their account set up.
• During this, they may benefit from reading the information provided in our 'Accessing ClearPort for the First Time' guide.

Additional Information

• If you require assistance, or have any other questions about this subject or ClearPort, please contact us on [support@clear-port.com] (emailto:support@clear-port.com)