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Owner Portal Accounts

Manage owner portal access through CloudBars by sending invitations. Only staff can initiate invites - owners cannot self-register.

What you can do

  • Invite owners to the portal via email
  • Resend active invites if an owner didn't receive or lost their email
  • Revoke invites to invalidate existing links
  • Track invite status with expiry dates

Account Statuses

Status Meaning Your Actions
No Account Owner hasn't been invited Click Send Invite
Invited Invite sent but not yet accepted Click Resend or Revoke Invites
Active Owner has registered and can access Monitor access
Locked Account locked due to failed login attempts

Invite Owners to Portal

Use this when onboarding a new owner or when an owner requests portal access.

Steps

  1. Navigate to People > Owners
  2. Click on the owner you want to invite
  3. Open the Owner Portal tab
  4. Click Send Invite
  5. Enter the owner's email address
  6. Click Invite

The owner will receive an email with a registration link valid for 24 hours.

Note

  • An email arrives immediately with registration link
  • The link is valid for 24 hours
  • Registration page requires only a password (email pre-filled)
  • The account active immediately after password creation, the owner can now login

Manage Invites

Resend an invite

Use this if an owner didn't receive the email or lost the link.

  1. Navigate to People > Owners
  2. Click on the owner
  3. Scroll to Owner Portal Account
  4. In the Invites section, click the refresh icon next to the email
  5. Owner receives a new email

Note

Active invites show a green badge. Expired invites show red and can't be used. Resend to create a fresh link.

Revoke all invites

Use this to cancel existing invitation links. All active links will stop working.

  1. Navigate to People > Owners
  2. Click on the owner
  3. Scroll to Owner Portal Account (while invites are active)
  4. Click Revoke Invites
  5. Confirm the action

Warning

All existing invite links stop working immediately. Send a new invite if the owner needs access.

Invite Lifecycle

Your Action Invite Status Owner Can Register? Owner Experience
Send invite Active Yes (24 hours) Email received, can register
Resend invite Active (new link) Yes (24 hours) Fresh email sent
Do nothing (24+ hours) Expired No Email link no longer works
Revoke invites All invalidated No Email links stop working
Owner registers Account created Not applicable Owner is Active, can log in