How to add or edit an operation/client portal user

To add a user to a specific operation / client portal:

1. Go to Operations, Approved Operations.

2. Select the name of the specific operation.

3. Click Details, and go to Users.

4. Click Add New User.


5. You will be asked if you wish to send a welcome email (this will send an email with their login URL and ask them to create a password).

Click Yes, Send Email to send, or if you do not wish to send click No.


To edit existing users:

1. Click the cog icon on the right next to the users details to Edit.

2. Edit any details:

  • Name
  • Email
  • Phone
  • Mobile

3. Click Save Changes.

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