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You can create a new user for a portal from the Create Portal or Edit Portal page. You can also create a user from the Create Task page. The way you create a new user is the same no matter where you start from.

How to
  1. In the Create Portal, Edit Portal or Create Task page, click + Add full access user or + Add contributor.

  2. Click + Create new user.

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

    A unique email address is required for each 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, then Add.

 
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