User Management

Overview

Client Portal users with an "Admin" role have the ability to add new team members to their instance. To see a listing of existing users, click on the "Users" link in the left navigation.

Invite a New User

To invite a new user, select the "Invite User" button in the top right-hand corner of the "Users" page:

On the "Invite User" screen, enter the user's First Name, Last Name, Email and Role Type and click "Submit".

Role types include:

  • Admin: Has the ability to invite additional users to the portal and perform payout actions such as "cancelling a payout" and "resending a payout email"
  • User: Has the ability to view pages on the portal, but will not have access to user management or payout actions ("read-only" view)


Reset multi-factor authentication

To reset an existing users multi-factor authentication (in case there are any issues when they originally set it up), select the "Reset multi-factor authentication" option in the actions dropdown on the user's record in the listing:


Deactivate Users

To deactivate an existing user, select the "Deactivate user" option in the actions dropdown on the user's record in the listing: