Creating and Managing Users

When you sign up for a portal account, you become the account owner and your user account is granted Account Administrator permissions. Depending on your subscription, you can invite additional users to access the portal.

Inviting a new user

After logging in, click your name in the top-right corner and select Users.

Fig. 4.1a: Accessing the Users menu

You will see your own user listed, along with the option to add a new user. Click +New.

Fig. 4.1b: Click the +New button

Enter the new user’s name and email address. The email address must not already be in use within any other Customer account on the platform.

Fig. 4.1c: Enter the new user's details

Click Invite. The new user’s status will be Unverified until they follow the verification link in the invitation email. Once verified, their status changes to Verified.