Before you start
Time to complete: ~1 minute
What you'll need:
User details (name, email)
Understand the level of access they need.
Step-by-step Guides
How to add a portal user
Step 1: Navigate to the add user screen
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Step 2: Add User Details
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| Step 3: Add user role
Note: Refer to this guide for more information on user roles. |
What's next?
The user will now be sent an email to verify their email address to complete their access set up. Once their email is verified they will have access to the portal. They will not appear in your user list until verification is complete.
How to edit a portal user's profile
| Step 1: Navigate to the user
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Step 2: Update details
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How to delete a portal user's profile
| Step 1: Navigate to the user
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| Step 2: Delete user
Note: This action cannot be reversed. Once confirmed, the user is permanently deleted. |
Need help?
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