Manage portal passes

Managing portal passes and companies as an educator

Emily Masching avatar
Written by Emily Masching
Updated over a week ago

Educators can invite an employer / company from their own network to work with their learners on Riipen by issuing the company a portal pass.

Issuing portal passes

By invitation

  1. Select "Companies" in the main navigation, under the "Portal" group.

  2. Click the "Invite company" button.

  3. Select "Send direct access to my portal."

  4. Enter the name of the company you would like to invite. This creates a draft profile for the company, or if the company exists already on Riipen, will send an invitation to that company.

  5. Enter the email of an individual at that company.

  6. Click "+Add" to repeat steps 4 and 5 for as many companies as you would like.

  7. Click "Save & continue" to review on the final step of the wizard and submit your data.

You'll be taken to an Imports screen where you can monitor the successful progress of your invitations.

View an invite

To view a pending invite for a portal pass:

  1. Click on "Companies" under the "Portal" group of the main navigation.

  2. Click on the "Invites" tab

Cancel an invite

To cancel a pending invite for a portal pass:

  1. Click on "Companies" under the "Portal" group of the main navigation..

  2. Click on the "Invites" tab.

  3. Click the trash icon next to the pending invite you wish to cancel.

By application

Steps 1-6 need to be completed only once by a portal administrator.

  1. Click on "Settings" under the "Portal" group in the main navigation.

  2. Click the "Portal passes" tab under the "Companies" group.

  3. Check the "Enable portal pass applications" option. This allows companies to apply to join your portal. You can disable this at any time to prevent further applications.

    1. If you would like companies to receive a portal pass automatically without any application review from portal administrators, check the "Accept portal pass applications automatically" option.

  4. If you would like companies to fill in custom questions when they apply, check the "Enable portal pass application questions" option. You can then add different types of questions here that employers will be required to answer when they apply for a portal pass.

  5. Click "Submit "to save your configuration.

Your portal is now able to accept applications from companies.

You can provide perspective companies a link to your portal to allow them to sign up and request access directly.

https://{subdomain}.riipen.com

View an application

To view an application for a portal pass:

  1. Click on "Companies" under the "Portal" group of the main navigation.

  2. Click on the "Applications" tab

  3. Click the application you wish to view

Accept an application

To accept an application for a portal pass:

  1. Click on "Companies" under the "Portal" group of the main navigation.

  2. Click on the "Applications" tab

  3. Click the application you wish to accept

  4. Click the "Accept" button

The company will be issued a portal pass on acceptance.

Decline an application

To decline an application for a portal pass:

  1. Click on "Companies" under the "Portal" group of the main navigation.

  2. Click on the "Applications" tab

  3. Click the application you wish to accept

  4. Click the "Decline" button

Managing portal passes

View a portal pass

To view a portal pass and all activity from the company within your portal:

  1. Select "Companies" in the main navigation, under the "Portal" group.

  2. Click the company name for the company you wish to view.

This page will display information about the company and all projects they have within the portal.

Suspend a portal pass

Suspending a portal pass will prevent the company from adding any new projects to your portal's marketplace and will remove any existing projects from it.

  1. Click on "Companies" under the "Portal" group of the main navigation.

  2. Click the company you wish to suspend

  3. Click the suspend icon

Activate a portal pass

If you wish to re-activate a suspended portal pass:

  1. Click on "Companies" under the "Portal" group of the main navigation.

  2. Click the company you wish to activate

  3. Click the activate icon

Revoke a portal pass

Revoking a portal pass will delete the portal pass thus preventing the company from adding any new projects to your portal's marketplace and will remove any existing projects from it.

  1. Click on "Companies" under the "Portal" group of the main navigation.

  2. Click the company you wish to suspend

  3. Click the revoke icon

Additional resources

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