How Do I Create A New User

Created by: Kyle Paul

Modified on: Fri, 11 Oct, 2019 at 8:11 AM


1. On the right side of the Customer Portal header click the red drop down arrowand then select “Manage Access”. Under the Manage Access page, click the “Create User” tab.


 



2. In the "User Information" section fill in the fields: First Name, Last name, Email, Password, Phone and Company. Also, be sure to check the password expiry date. Click "Save". 




3. Once you have completed the “User Information” you will be directed to assign a company to the new user in the Edit User Access. You can either assign an existing company in the “Available Scenarios” section or you can assign a new company in the “Create New Scenario” section.


K
Kyle is the author of this solution article.

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CUSTOMER PORTAL