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)

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: