> For the complete documentation index, see [llms.txt](https://help.circlehd.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.circlehd.com/management/how-to-invite-teams-to-the-portal.md).

# How to Invite Users to The Portal?

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.

![](/files/-MO_EfU6fmUbgHIUJ5ZP)

![](/files/-MO_F8k8ajj0tGAHQeSX)

**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.

![](/files/-MO_G8N-aRl28VLwG4ov)

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

![](/files/-MO_IEoJhUD41S6-wL8_)

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

![](/files/-MOaipkavz7mzPLDNv0G)

**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. 

![](/files/-MO_KA6NybmvH6jo-RGb)


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://help.circlehd.com/management/how-to-invite-teams-to-the-portal.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.