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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.

  1. Click on + Create new user.
    The Create new user dialog displays.

  2. Enter the new user's Name.
  3. Enter the new user's Title / Position.
    This is an optional field.
  4. Enter a unique Email address for the new user.

    A unique email address is required for each user.

    If you enter an email address that is already being used by another user, you'll receive an error message. You'll have to enter another email address for the new user.

  5. 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. 

  6. Click Create.
    The Trying to add this user? confirmation dialog displays.

  7. Click Add.
    The new user is added to the portal.

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