Adding users

When you add a user to Account Portal, that user receives an invitation via email. Users become active as soon as they accept the invitation and log in to Account Portal for the first time.

Procedure

  1. Log in to Account Portal.
  2. Select the Users tab.
  3. On the Users page, select Add new user, and then do the following:
    1. Enter the user's first name and last name in the First name and Last name boxes.
    2. In the Email box, enter the user's email address.
    3. Under Roles & permissions, select the role that you want that user to have in Account Portal.
    4. Select Send invitation.