Manage ideas portal users

On the Portal users page, you can see the list of users who have access to a product portal, view the number of ideas they have submitted and voted on, manage user profiles, and invite or add new users. 

Follow the steps in this article to learn how to manage portal users.

Note: Administrator-level access is required to manage portal users. See "User permissions" for more details.

Invite an ideas portal user

When users submit ideas, they are automatically captured as portal users. To add users who have not yet submitted ideas, you can invite them to the portal following the instructions below.

  1. Choose a product or product line from the product dropdown menu on the top-left of your screen.
  2. Select Settings > Products > Ideas: Configure.
  3. Click on the portal name and then click on the Portal users tab.
  4. Click the Add portal user button and then enter the user's name and email address.
  5. (Optional) Select the Employee or partner checkbox to identify a user as an employee or partner to provide more flexibility for idea visibility. See "Ideas overview" to learn more.
  6. Click Create.

invite_portal_user.png

To add multiple users at once, you can import them from CSV. See "Importing ideas and ideas portal users from CSV" for instructions.

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 the steps below to resend the invitation.

  1. Choose a product or product line from the product dropdown menu on the top-left of your screen.
  2. Select Settings > Products > IdeasConfigure.
  3. Click on the portal name and then click on the Portal users tab.
  4. Hover over the user's name and click Edit.
  5. Click Resend invite.

resend_portal_invite.png

If you are still having trouble, contact support@aha.io for additional help.

Edit an ideas portal user's profile

  1. Choose a product or product line from the product dropdown menu on the top-left of your screen.
  2. Select Settings > Products > Ideas: Configure.
  3. Click on the portal name and then click on the Portal users tab.
  4. Hover over a user's name and click Edit.
  5. Modify the required information and then click Update portal user.

edit_portal_user.png

Reset an ideas portal user's password

  1. Choose a product or product line from the product dropdown menu on the top-left of your screen.
  2. Select Settings > Products > Ideas: Configure.
  3. Click on the portal name and then click on the Portal users tab.
  4. Hover over a user's name, click Edit, and then click Send password reset.

reset_portal_password.png

Disable or delete an ideas portal user

Sometimes it is necessary to disable or delete users because they have changed employment or you wish to prevent them from adding or viewing ideas. You may disable or delete any user by hovering over the user so that the menu options appear. 

  1. Choose a product or product line from the product dropdown menu on the top-left of your screen.
  2. Select Settings > Products > Ideas: Configure.
  3. Click on the portal name and then click on the Portal users tab.
  4. Hover over the user's name and then click Disable or Delete. 

Note: If the user has submitted, voted, or commented on ideas, the content will be retained but the user information will be deleted. If the user has not had any activity, the user information will be deleted entirely. 

Disable.png

Unsubscribe or resubscribe an ideas portal user from notifications

If you don't want to receive notifications, you can opt out following these steps:

  1. Choose a product or product line from the product dropdown menu on the top left of your screen.
  2. Select Settings > Products > Ideas: Configure.
  3. Click on the portal name and then click on the Portal users tab.
  4. Hover over the user's name and then click Unsubscribe. To resubscribe the user, click Resubscribe.

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