Invite external parties to the Discovery Portal from Case Settings or the Case Menu. Enter an email address, optionally set tag permissions, and send the invitation. The invitee receives a secure link that expires after 30 days.
Accessing the discovery portal invite form
You can reach the invite form two ways. Open your case, go to Case Settings, and select the Share Portal tab. Or click the Case Menu in the top bar and select the share option. Both paths open the same Share Portal panel shown above.
Sending a discovery portal invitation
At the top of the Share Portal panel you'll see the Invite Discovery User section. Enter the recipient's email address in the text field. Below it, a tag permissions table lets you pre-configure which tags the invitee can access. Check the View or Upload boxes for each tag as needed.
When you're ready, click Send Invite. Hintyr sends an email with a secure invitation link. The panel switches to the Pending tab so you can confirm the invitation was created.
Discovery portal invitation link and expiry
Each invitation link is valid for 30 days from the date it was sent. The Pending tab shows the creation date and expiration date for every outstanding invitation. If an invitation expires before the recipient accepts it, a red Expired badge appears next to the email address.
You can resend an expired or active invitation by clicking the refresh icon next to it. This generates a new 30-day link and sends a fresh email to the recipient. You can also revoke any pending invitation by clicking the delete icon, which invalidates the link immediately.
Accepting an invitation
When the recipient clicks the invitation link, they're prompted to sign in with any authenticated account. They don't need to belong to your organization or have a pre-existing Hintyr account. After signing in, the case appears on their Discovery Dashboard and they can start accessing the tags you've permitted.
Once accepted, the user moves from the Pending tab to the Discovery Users tab. Their join date and current permission summary appear alongside their email.
Managing pending invitations
The Pending tab lists all invitations not yet accepted. For each invitation you can:
- Resend - Click the refresh icon to send a new invitation email with a fresh 30-day link.
- Revoke - Click the delete icon to cancel the invitation. The link becomes invalid immediately.