TRANSCRIPT: Magic links are temporary links that you create as an administrator to get someone into their account. These are typically used in situations where someone is having login difficulty or if you need to log in as a member to do troubleshooting, simply click on portal and groups in the left navigation and you'll be taken to the portal dashboard. Once you are there, you'll see generate magic link in the action section, click the button that says Generate. On the box that opens search for the person who needs the magic link. You will only find people who actually have access to something in the portal. So if you don't find the person you are looking for, go back to their contact record and make sure that they have been granted access to something. If you do find the person, just click on them to select them, and then click the generate button. The link that is created is time sensitive. Send that link to the person who needs login assistance. If you are using the link yourself to do troubleshooting, be sure to use it in an incognito or private window so that the system won't recognize you as the administrator. If someone does not use the magic link before it expires, they will see a message to that effect when they try to use it. The system will attempt to walk them through a process where they create their own login link.

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