Administrators

Someone has left my company, can we remove their portal access?
If you are an Administrator you can remove any of your users access to the Portal by deactivating their account. If you are not an Administrator, contact Bu...
Thu, 23 May, 2019 at 12:01 PM
How many Administrators should my company have?
Your company should have at least one Administrator. This person can manage account users information, such as passwords and login ID’s, add and remove acco...
Wed, 3 Apr, 2019 at 7:24 AM
How many Administrators should my company have?
Your company should have at least one Administrator. This person can manage account users information, such as passwords and login ID’s, add and remove acco...
Wed, 6 Nov, 2019 at 4:05 PM
How Do I Create A New User
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 “Cr...
Fri, 11 Oct, 2019 at 8:11 AM
Edit User Access
To edit user access in the Customer Portal you must be an Administrator. Administrators can change whether you want a specific user to have full access t...
Thu, 23 May, 2019 at 9:20 AM
What are Scenarios?
Scenarios are used to define and show what information a user has access to.  They can be defined at a Company level and can be configured on additional ...
Wed, 29 May, 2019 at 9:51 AM
Administrators-Why your Company Needs One
It is important that your team has someone as an Administrator. This person can manage account users information, such as passwords and login ID’s, and add ...
Thu, 23 May, 2019 at 9:21 AM
Edit User Information
To edit user information in the Customer Portal you must be an Administrator. As the Administrator you might have to update some of your user’s information....
Thu, 23 May, 2019 at 9:26 AM
How to Deactivate and Reactivate Users
As the Administrator you might want to deactivate a user all together if the user is no longer with the company so you can prevent them from accessing sensi...
Thu, 23 May, 2019 at 9:26 AM
My team member forgot their password, can I reset it?
The company administrator can change their users access and account information including updating/changing their users passwords. How to change a us...
Thu, 23 May, 2019 at 9:28 AM