Once your Member Portal is set up and your members are added in OfficeRnD Flex, the final step is giving them access to the Member Portal. Without an invitation, members can’t log in or use the features of the portal, even if their profile exists in the Admin Portal.
This article explains how to invite one or multiple members to the Member Portal so they can start interacting with your space digitally: from paying invoices to booking Meeting Rooms.
Summary
Invite members to the Member Portal manually or in bulk from the Admin Portal.
Members must have a valid email address saved in their profile to receive an invite.
The invitation email includes a token that is valid for 72 hours.
You can re-invite a member at any time to generate a new login token.
Customize the welcome email in Settings > Data & Extensibility > Templates > Member Emails.
A member who signed up independently or already shows as “Member” in the system has an active Member Portal account.
What can members do on the Member Portal?
Inviting members to the Member Portal gives them access to your online services, including:
Viewing and paying invoices directly online.
Booking meeting rooms and other resources.
Browsing news, updates, and events from your space.
Managing personal details, membership, and preferences.
Important notes
Please keep in mind the following information about inviting members to the Member Portal:
When invited, members receive the default Welcome email. You can customize its contents in Settings > Data & Extensibility > Templates > Member Emails.
Make sure that the selected members all have emails defined in their profiles in OfficeRnD. Otherwise, the system won't be able to send them invites.
Members with the status User already have a user account created for them in the Member Portal.
Invite a single member
You can send an invite to an individual member from their profile page. To do that:
Go to
Operations > Members and open the member’s profile.Make sure their email address is filled in.
Turn on the Member Portal Access toggle. This will trigger the welcome email.
Invite members in bulk
You can select and invite multiple members at once from the Users page.
Go to Operations > Users.
Select one or more members from the list.
Click Invite.
The selected members will receive a welcome email with a link to register for the Member Portal. The login token expires after 72 hours.
Re-invite members
You can resend the invite to a member who didn't register at any time:
if the login token expired
if the member didn’t receive the email
In that case, to resend the invitation:
Go to Operations > Users and find the member.
Click Resend Invitation next to their name:
