Send an account activation link to an official

Created by Sandra Serafini, Modified on Thu, 22 Feb at 6:17 AM by Joshua Ort


1. This tutorial demonstrates how to send an invitation to a single official to help them gain access to the Official's Portal on Ref Insight.

To start, go to the main menu and click on Directory.

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2. From within the Directory, Search for the person by name, email, or phone number.

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3. When you've found the person, click on the magnifying glass to enter into that person's profile.

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4. Click on the User Detail link.

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5. Scroll down to where you can see if this person is already Activated on Ref Insight.

If it says "No", then you would want to proceed to the next step. Click on the link where it says "No".

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6. Notice at the top, this person is not Activated.

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7. Click Invite to Officials Portal. This will send an invitation email to the person.

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8. Notice that the invitation has been sent.

The email contains a personalized link that guides the person through the activation process.

If they do not activate within 7 days, the system will automatically resend another email.

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9. You also have the option to manually send the person a new email by clicking Resend Invite Email.

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10. You can tell if the person has clicked on the link that was provided in the email.

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11. You can also see when their account has become Activated.

That concludes this tutorial. Have a nice day.

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Here's an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

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