Page tree

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 15 Next »



Everyone who needs access to a client portal will need to be set up as a user first.

Users can have full access to the client portal, and they'll 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. 

You can create a new user when you're creating or editing a portal, and when creating a task. 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 a full access user or + Add a 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.

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

  6. Click Create, then Add.