D365 PortalPortal access is managed per organization. You invite someone by email, choose their role, and that person signs in with the same address the invitation was sent to.
Invite someone
- Open Settings → UsersYou will see current members, pending invitations and how many seats you are using.
- Type the email and pick the roleOwner, Administrator or Viewer. When in doubt, Viewer: you can always promote later.
- Press «Send invitation»The person receives a link. If no email provider is configured yet, the portal shows you a test link to pass along yourself.
The invitation only works with the address it was sent to. If the person signs in with another account, they will see a notice asking them to use the right email.
How seats are counted
A seat is a current member or a pending invitation. Unaccepted invitations count on purpose: if they did not, you could exceed the cap by inviting more people than fit and letting them accept afterwards.
If you hit the limit, revoke invitations you no longer expect or remove members who do not use the portal. Starter includes 3 users; Pro has no limit.
Change or remove access
- «Revoke» cancels a pending invitation and frees its seat.
- «Remove» takes a member out of the organization.
- The last owner cannot be removed or demoted. An organization with no owner could not be administered by anyone.
All of this lands in the Audit log: who invited, who accepted, who changed a role and who removed whom.