One step invitation to Portal and Group | Voters

One step invitation to Portal and Group

in progress

Admin Work Smarter CRM

Right now a new member must first access the Portal than join the Group. It is confusing to clients.

July 25, 2023

Andrew George

Additionally, right now if you join the client portal, then purchase a course, it creates a new login and emails you a new password, then prompts you to login which sends you to a 404 page. Or maybe its just me.

David Ronka

The whole "join" process is confusing for users who already have an account (e.g. in Memberships). Hoping this will be streamlined at some point.

RevEx Group

marked this post as

in progress

Roberta M

RevEx Group please create a one time link to invite users to sign up that can be sent with automation! The link after use expires. Like it already exists for the calendar.