How to Enable Automatic Recurring Portal Invitations

How to Enable Automatic Recurring Portal Invitations

This article will show Association Managers how to enable Recurring Bulk Portal Invitations. Managers can configure two different options for recurring portal invitations.
  • Recurring Invitations for all Current and New Associations
  • Recurring Invitations for New Associations Only
Only unregistered owners will receive a Registration Invitation. Please note, invitations can only be sent once every 24 hours to prevent spamming homeowners.

Navigation:

https://comwebportal.com/login  > Company Settings > Registration Settings

How to Enable Company-Wide Recurring Invitations for all Current and New Associations:


  1. Click the checkbox next to Send Recurring Invitations
  2. the drop-down to select the day of the month Registration Invitations will process
    - Registration Invitations will process starting at 12:00 pm EST
  3. Click Save & apply to all associations
    - Clicking this option will enable recurring invitations for all associations unless modified in the Association Settings
  4. Click the checkbox next to Apply company settings to new associations in the Miscellaneous settings section and click Save Miscellaneous


How to Enable Company-Wide Recurring Invitations for New Associations Only: 


  1. Click the checkbox next to Send Recurring Invitations
  2. Use the drop-down to select the day of the month Registration Invitations will process
    - Registration Invitations will process starting at 12:00 pm EST
  3. Click Save Registration Settings
  4. Click the checkbox next to Apply company settings to new associations in the Miscellaneous settings section and click Save Miscellaneous
 

Navigation:

https://comwebportal.com/login  > Association Settings

How to Update Association Settings for Recurring Invitations: 


  1. Click the pencil icon next to the appropriate association

  2. Scroll to Registration Settings then click the checkbox next to Send Recurring Invitations to turn the recurring invitations on or off
    - The day of the month invitations are sent is only configurable in the Company Registration Settings
  3. Click Save Registration Settings 


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