Director Portal Links via Members List

Director Portal Links via Members List

The below features can be used if a director calls you and asks you for help with their director portal (so you can access their portal as them to guide them) and also if you need to send the director a new director portal link.
  1. You must first navigate to the Members Tab on the left hand side menu.
  2. Select 'Members List'.
  3. Search for the director using their last name.
  4. Select their 'contact card', which should open this page below:

 
1st button = Director Portal = you can press on this button and it will take you directly to that director's portal so you can view it as if you were them.
2nd button = Copy Portal Link = when you press this button it will automatically copy the unique url (the website link) of this director's portal, so you can either send it to them via email directly, or in Waive you could replace the old (not working) link with the new one via the resend function (instructions below) by simply pasting the url.

For example, if you wanted to update the director portal link in the email you sent them in Waive as it's not working, follow these instructions:
  1. Visit the above page to press the 'copy portal link'.
  2. Then via the activity tab within the company profile, find the email you would like to resend to the director.
  3. Press the 'resend' button:


  1. Scroll down to find the 'click here' button within the email, click onto it once and you will see this:



  1. So since you have copied the director portal link, (from the members page) you press that little pen icon, which is the edit button, and then simply delete the old link and replace it by pasting the new link you just copied:



  1. Then simply press the green tick button (which is the save button), scroll down and press the resend button.
Info
It is important to remember that each director's portal url link is unique.