To invite users to your Primeshare Client Portal: 

  1. Navigate to the Client Portal Adminstration page from the top-right dropdown menu
  2. Click on the Manage Portal at the right of the portal you want to invite users to.
  3. Click on the actions menu and select invite users
  4. Provide the user email. You can enter one email per line if you need to invite many users at once
  5. Select the folder in your account that these users will see when the login and provide their permissions for the selected folder
  6. Choose Secure Email and Secure File Request check boxes if you want the invited user to have access to these services.
  7. Click on submit. The invited user will receive an invitation to join. Once he completes the registration process, you will be notified.