Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
HTML Wrap
classsection group
HTML Wrap
classcol span_3_of_5

You can create a new user from a number of different pages / screens, e.g., the Create Portal page. The way you create a new user is the same no matter where you start from.

UI Expand
expandedtrue
titleHow to
  1. Click on + Create new user.

  2. Enter the new user's Name andTitle / Position.
  3. Enter a unique Email address for the new user.

    UI Text Box
    typenote

    A unique email address is required for each user.

  4. Select the status of the new user to be either Full access or Contributor, as required.

    UI Text Box
    typetip

    Users who have full access to the client portal can see everything in the portal.

    Users who are contributors will only be able to see documents and tasks that are shared with them, i.e., they have restricted access. 

  5. Click Create, thenAdd.

HTML Wrap
width15%
classcol span_1_of_5
 
HTML Wrap
floatleft
classcol span_1_of_5
Panelbox
namepurple
titleRelated topics
HTML Wrap
classsidebarlinks

Create your client portals

About your client portals

View your client portals

...