Invite a member or parent to the portal
Create an email-bound, seven-day link and control exactly which profiles an account may see.
On this page
Available now
This workflow is available in the web product.
Before you start
- Owner or manager access.
- A member record.
- The exact member, parent, or guardian email that will own the account.
Choose the account relationship
Open the member profile and find Member & parent portal. Choose Member for self-access, or Parent/Guardian for an adult managing the profile.
Self-access uses the email stored on the member record and cannot be overridden. Parent or guardian access may use a different validated email.
Create and deliver the one-time link
An active membership automatically queues portal setup for an adult with a recorded birth date and email, or the guardian identified on a linked child inquiry. Account invitations are independent of welcome campaigns. Existing invitations are not sent again automatically.
For missing recipient details or an expired invitation, choose Create portal invite. Keep the displayed backup link until the recipient confirms receipt. It expires after seven days.
The raw token is never stored and is not shown again. Create a fresh invitation if it is lost.
Have the recipient accept with the exact email
The recipient opens the link, signs in or creates an account using the invited address, then chooses Accept portal access.
A different signed-in email cannot accept the link. This prevents a forwarded link from granting access to another account.
Review or revoke the link
Accepted accounts appear under Active portal access on the member profile. Revocation immediately removes that profile from the account.
Repeat the process for each child or related profile that the same parent should manage.
Troubleshooting
If something looks wrong
The recipient sees “email does not match.”
They must sign out and use the exact invited email. Otherwise revoke the invitation and create a new one for the correct address.
The link expired or was lost.
Create a new invitation. Old tokens cannot be recovered, extended, or reused.
Keep going
Use the member and parent portal
8 min →
Add members and families
10 min →
Invite staff and assign roles
6 min →
Reviewed July 27, 2026.