CircleHD
  • CircleHD Help guide
  • GETTING STARTED
    • What is CircleHD?
    • How to Signup?
    • How to Sign In?
    • How to Sign In With MFA Token?
    • How to Setup Account & Profile?
    • How to Reset Password?
    • System FrontPage
    • How To Search All Portal Videos?
    • How to Open My History List?
    • How to Logout?
  • MANAGING VIDEO CONTENT
    • How to upload a Video?
    • How to Edit/Delete an Existing Video?
    • How to Share a Video?
    • How to Record a New Video?
    • Recording Screen + Camera (Picture in Picture) for effective training
    • How to Open My Favorites List?
    • How to Add a Video to Favorite?
    • Video Player controls
    • Import Video, Media or Content from External Sources into CircleHD Portal
    • How to Post Comments And Rating?
    • What are the supported Video File Formats?
    • How to replace an existing video?
    • Embedding Videos
    • How to secure Video / Media access using SSO Access Control List (ACL)?
      • Video Analytics
  • CHANNELS
    • What is Channels List?
    • How to View Channel Content?
    • How to Create New Channel?
    • How To Edit Channel?
    • How To Delete Channel?
    • How To Subscribe/Unsubscribe to a Channel?
    • What is a Private and Public Channel?
    • How to add Co-Owner to Channel?
    • How to secure view access to a Channel using SSO Access Control List?
  • PLAYLISTS
    • How to see the quiz statistics
    • What is The Playlist?
    • How to Create a New Playlist?
    • How to create a quiz in a playlist
    • How to assign a playlist with quiz to a user
    • How to Share Your Playlist ?
    • What is The Difference Between a Channel and a Playlist?
    • How to Share Your Playlist to External Users/Customers?
    • How to Change The Order of Videos Within a Playlist?
    • How to Make a Playlist Public?
    • How to see playlist statistics.
    • How to Delete a Playlist?
    • How to attempt an assigned quiz?
    • How do I Delete Videos from Within a Playlist?
  • PODCAST
    • How to Create / Update / Delete a Podcast Show?
    • How to secure a Podcast Show?
    • How to Create / Update / Delete Podcast Episodes?
    • How to navigate to a Podcast?
    • How to subscribe to a Podcast Show?
    • How to share Podcast internally and externally?
    • How to view Podcast usage and analytics?
  • COURSES
    • What are Courses in CircleHD?
    • How to create a new Course?
    • How to assign a course?
    • How to view Stats for Courses?
    • How to view course assigned to you?
    • How to view all courses assigned to you?
  • COACH
  • MANAGEMENT
    • DEVELOPERS SDK
      • Developer Documents
    • Advanced
    • Enable / Disable Email Notifications
    • ANALYTICS
      • How to Open System Dashboard?
      • How to Open Media Reports?
      • How to Monitor the Views?
    • INTEGRATION PARTNERS
      • SCIM Integration
      • Google SSO Integration
      • Zoom Integration
        • Installation Steps
        • Uninstall Steps - Zoom Integration
      • Slack Integration
      • Salesforce Appexchange Integration
    • How to create Groups?
    • SETTINGS
      • Portal Settings
      • Security Settings
      • Steps to Integrate SSO with CircleHD
      • Advanced Meta-Data
    • How to Manage Portal Users?
    • How to add users in bulk to the Portal?
    • How to Manage Portal Media?
    • How to Invite Users to The Portal?
    • How to use Full Text Search and custom fields for Content Discovery
    • SSO Key Rotation
  • MOBILE APPS
  • SUPPORT
    • Support Matrix
    • Contact CircleHD
  • FAQs
  • BILLING
  • Change Logs
Powered by GitBook
On this page
  1. MANAGEMENT

How to Invite Users to The Portal?

PreviousHow to Manage Portal Media?NextHow to use Full Text Search and custom fields for Content Discovery

Last updated 4 years ago

Only system administrators can invite new users or manage portal users. Note that the access to the “Portal Settings” on the Portal Settings page is restricted to the system administrators only. Please follow below steps to add / invite users:

1- Once you are logged into CircleHD portal, in the top right header, there will be a user icon and a drop down arrow next to it. Click on the icon or drop down arrow to load the user options. Depending on the type of user access, you may see limited options in the drop down.

2- Click on “User Management” option in the top right drop down list under “Administration” section, this will load your user management page as shown below.

3- On User Management page, Click on “Invite Users” button in the top left. This will load the Invite users popup box.

4- You can also open invite users popup screen directly by clicking on the "Invite" link as below:

5- Enter the email for the user. If the user needs to be added as admin, please enable the "Invite as admin" option.

6- Click on the "Invite" button once you enter all the details. This will send an email invite to the user to join the portal.