Product Feature Sheets
This page explains how pro users can invite new users to their secure messaging portal, and explains the difference between pro and guest users.
|TROUBLESHOOTING: Access to a secure messaging portal is free for all licensed users and invited guests. To log in to a secure messaging portal, you need to be invited. If you are expecting an invitation but have yet to receive it, please contact your organization’s IT administrator or the person from whom you were expecting the invitation.|
|NOTE: Guest users have limited functionality and are not able to invite other users. If you are a pro user, you will be able to invite both pro and guest users. For additional information on the two user groups and their capabilities, please see Pro & Guest Users|
There are two distinct types of users that can be registered on your secure messaging portal: professional, or pro for short, and guest users. Each type has different abilities and restrictions. User types and capability can be upgraded or downgraded at any time by the portal administrator or be automatically provisioned via the API.
Upon your confirmation, the new recipients are automatically invited as guest users. New users of the same email domain as yours can automatically be provisioned as pro users, depending how your portal is set up by your administrator. The recipients will receive two regular email notifications as part of the initial setup: one is a message notification (message notifications are sent with any secure message); the other is the invitation message to register with your portal. The new users should be instructed to click the link in the invitation message to launch the registration process.
Clicking the registration link will direct the new user to the registration page of your portal, which will include instructions on how to enter their account information. Once the new users have registered, they will be logged in to your secure messaging portal, where they can view and reply to their secure messages.
Last updated October 04, 2017.
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