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:

Edit User Role

To edit the role for an existing user, select the "Change Role" option in the actions dropdown on the user's record in the listing:

The ability to change a user's role will be available to admins:

Admins can update "viewers" to "admins"
Admins can update "admins" to "viewers"

Deactivate Users

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