Once a new user receives a Portal Invite via email, they should be able to complete the onboarding process. There are two ways to generate Portal Invites—from the Roster page within MyDeltaSig, or from a Contact page in Salesforce. Let's take a look at both methods.

Sending Invites via MyDeltaSig

Several different officer roles are allowed to send Portal Invites. At launch, this included Presidents, Lead Advisors, Secretaries, Vice Presidents, New Member Educators and Recruitment Chairmen. Note that these roles/permissions are subject to change.

1. Log in to MyDeltaSig as an officer or admin. If you're an admin, you will need to impersonate an officer.

2. Visit the chapter's landing page by clicking the Chapter in the top-right corner.

3. Click Roster from the landing page.

4. Select the necessary members on the roster. You can also use the top-left checkbox to Select All.

5. In the top-left Actions dropdown, select Send MyDeltaSig Invites.

6. Each member you selected should receive an email with their unique link.

Sending Invites via a Salesforce Contact

If you need to send a one-off Portal Invite to a particular member, you can do so without leaving Salesforce.

1. Visit the Contact page for the individual who needs an invite.

2. Click the 🔽 in the top-right corner.

3. Select Send Portal Invite from the dropdown.

4. The individual should receive an invite with their unique link, at their specified Email.