Aha! Roadmaps | Invite portal users

After you have launched your ideas portal, you will want your community to know you are ready for their feedback. Decide how you will contact them to solicit their engagement. If you have a public portal, you can share your URL with your community directly and promote it in an email, blog post, or on social media. With public or private portals, you can invite users to your portal directly.

You do not need to invite Aha! users to be portal users. Aha! users have access to your portal by default.

Click any of the following links to skip ahead:

• Invite a single ideas portal user

• Import multiple ideas portal users by CSV

• Resend an invitation to an ideas portal user

• Invite all portal users

Invite a single ideas portal user

When users submit ideas, they are automatically captured as portal users. To add users who have not yet submitted ideas, follow these steps to invite them to the portal:

1. From your portal settings' Users tab, click the Add portal user button and then enter the user's name and email address.

2. (Optional) Select the Employee checkbox to identify a user as an employee to provide more flexibility for idea visibility.

3. Click Create to invite the user.

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Import multiple ideas portal users

You may have multiple users — or multiple ideas — to import. If that is the case, navigate to Settings ⚙️ Workspace Import from CSV to bulk-invite users to your portal.

You can also import ideas, users, and votes from UserVoice by navigating to Settings ⚙️ Workspace Import from UserVoice.

You can import the following ideas information:

• Ideas

• Contacts

• Idea votes (regular or proxy votes)

• Idea organizations (used in proxy voting)

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Resend an invitation to an ideas portal user

If you previously invited a user to the ideas portal but they have not received the invitation email, ask them to check their spam folder to make sure it was not routed there. If they still have not received the message, follow these steps to resend the invitation:

1. From your portal settings' User tab, click the user's name.

2. Click Resend invite.

This option does not apply to submit-only portals or portals with SSO.

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Invite all portal users

You may have ideas portal users added to your account that have not set a password yet. Rather than send them each an invite one-by-one, you can send an invitation to every portal user in bulk in your portal settings. Invite all portal users will send an invitation to every portal user who has not yet set a password, but will not send an email to users who have. This email will use the Invitation email template you have configured in your portal settings.

• From your portal settings' Users tab, scroll down to the Users table.

• Click the table's More options (...) menu and select Invite all portal users.

• Confirm Yes to send the invitation.

This option is not available for portals configured with SSO.

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