Only administrators can add new users to an organization and generate invites.
Invite a new user
1
Navigate to Team settings
Tap the Settings icon (bottom right), tap Team, then tap Add new user.
2
Define the new user's role and vault access
Select the permission levels for the user, then tap Continue. Select the vaults the user will have access to and tap Continue. Then select the vault policies the user will be a required approver of.
3
Enter the new user's email address
Provide the email address of the user you would like to invite.
institutional@messages.anchorage.com with instructions for how to join the organization.
New user onboarding
1
Download the Porto iOS app
In the invite email, tap Download the Porto iOS app to download the mobile app from the Apple App Store.
2
Complete KYC enrollment
Follow the in-app prompts to complete identity verification (KYC) enrollment.
3
Scan the enrollment QR code
Scan the enrollment QR code to link your device to the organization.
Quorum approval
Once the new user completes enrollment, the operation must be approved by the organization’s quorum administrators.1
Initiator notification
The administrator who initiated the request receives an alert notifying them to approve the operation.
2
Quorum approval
Quorum administrators receive a notification to approve the Add user operation.
3
Biometric authentication
Each approving administrator taps Add user and completes biometric authentication to confirm.