Add a New User

Portal users with the Owner permission (see here for more info) can add, modify and remove other users.

Adding a New User

Login to the portal and then:

1. Click Account
2. Click Users
3. Click Add User
4. Enter the contact's details, and click Save. Make sure the email address and Mobile number are correct, as we'll use these for portal login, and if we need to verify the contact over the phone.
   
    
5. Next, set the contact's Predefined Role, or Custom Permissions, and click Save. You can find out more about roles and permissions here.