Invite a participant to the portal
Open the participant, find the Portal Access card and click Send invitation. Give a short reason and click Send link. The participant gets an email with a sign-in link that works once, for 24 hours. Add or fix their email first with Edit or Invite to Portal.
Where to find it
Participant page > Tasks > Portal Access
Before you start
- You are site staff (or another role allowed to see participant contact details).
- The participant has questionnaires or consent forms to complete. The card appears only then.
Send the invitation
Open the participant from the Casebook and find Portal Access in the right-hand column.
No email on file? Click Invite to Portal, enter the Email (and Phone) and click Save.
Click Send invitation.
Check the recipient, write a Reason (at least 5 characters, kept in the audit trail) and click Send link.
You see "Access link sent". The card shows Invited and the button becomes Resend link.
When you add a participant with an email, Send portal access email now sends the same invitation straight away. Participants who sign up through a study sign-up link get it after signing consent, unless the study has switched that email off.
Change the email or phone number
Click Edit on the Portal Access card, change the Email or Phone, tick whether the participant agreed to text reminders, and click Save. After randomization, an email change needs a reason. Changing the email cancels every link sent before, so send a fresh invitation afterwards.
Questions
Does the participant need a password?
No. Participants sign in with a link sent to their email; there is no password and no code. See how participants sign in.
The invitation did not arrive. What now?
Follow participant did not get an email.
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Still need help?
Email support@capture.study or use the contact form. Tell us the study name, what you were trying to do and the exact message on screen; a screenshot helps.
Please never send participant names, contact details or health information to support.