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.

Add_Operation_User_1.png

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.

Send_Welcome_Email_to_Operation_User.png

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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