GUIDE: Add, Inactivate, Edit & Send and Invite Email to Users

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Add, Inactivate, Edit, and Send an Invite Email to Users

For Regional Leads and Site Administrators, including Family Day Home Providers

If you are an Educator or Observer, please contact a Site Administrator or Regional Lead to add a missing user to LinkB5.

Adding a User

1. At the top of your Dashboard, click on the “Manage Users” tab.
   
2. Check the “Show Inactive” box.
3. Enter the email address of the person you are adding to your Ready Region or Site to first check if they are already in the LinkB5 portal.
   If the user is already in the LinkB5 portal, their information will automatically appear and will be highlighted in purple. Click on the “Reactivate User” (circular arrow) icon under the “Actions” column.
   If the user is not already in the LinkB5 portal, click on the “Add User” button.
   Fill out all “User Information and Role(s)” fields. Click on “Next”
   If you receive an error message that the email is already in use, contact the LinkB5 Support Team (see contact information at the end of this page).
   
4. Begin typing the user’s Site Name in the Site field. A drop down of Site Name(s) will appear. Select the correct Site from the list.
5. To immediately send an invitation email to the user, select “Send an invitation email to this user” under “Invitation Options”. If not, you do it later from the Manage Users page. See “Send (or Re-Send) an Invite Email” section of this LinkB5 Guide.
6. Click on “Add” to add the user
   

Inactivate a User

1. At the top of your Dashboard, click on the “Manage Users” tab.
   
2. Enter the email address of the user you wish to inactivate. The user’s information will automatically appear.
   
3. Click on the “Inactivate User” (trash can) icon under “Actions” to inactivate the user.
   

Edit a User

1. At the top of your Dashboard, click on the “Manage Users” tab.
   
2. Enter the email address of the user you wish to edit. The user’s information will automatically appear.
   
3. Click on the “Edit User” (person) icon under “Actions,” to edit the user.
   
4. Edit the user information and click on “Save.”
   

Send (or Re-send) an Invite Email

Regional Leads and Site Administrators can send an invitation email to a user they previously added but to whom they did not send an invitation email or re-send invitation email.

Option 1: User-by-user

1. At the top of your Dashboard, click on the “Manage Users” tab.
   
2. Enter the email address of the user you want to edit. The user’s information will automatically appear.
   
3. Click on the “Send Email to User” (envelope) icon to the far right under the column “Actions.”
   
   
   
4. Click on “Send”. An invitation email will send to the address in the user’s profile.
   

Option 2: Batch Select Multiple or All Sites

1. At the top of your Dashboard, click on the “Manage Users” tab.
   
   
2. Click on “Enable Batch.”
3. Select multiple users OR click on “Select All” to select all users.
4. Click on “Batch Email.”
   
   
5. Review confirmation and click on “Yes” to send invitation emails.
   
   

Need Technical Help? Contact LinkB5 Support Team

• Live Chat: Available on the LinkB5 website
• Phone: 1-833-554-6525
• Email: linkb5support@virginia.edu