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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.

How to
  1. Click on + Create new user.

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

    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.

    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, then Add.

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