Portal Users are the users who have access to your Management Portal. In this section you can add users and/or connect companies/sites to a user to enable their access to that company.
Setting up a new Management Portal User
Click + Add Portal User button and fill in the fields. The user will receive an email alerting them they have been added as a user to the Management Portal.
Management Portal Access Levels
- Portal Administrators have access to everything.
- Portal Users cannot assign themselves to a company/site, edit other users or their own details and cannot edit documents.
If you are a Management Portal user you do not need to be added as a user in the Manage People section of any connected company/site. You will have access to the company/site from the Management Portal.
Connecting to a Site
If you need to assign yourself or someone else to a specific site, follow these steps:
- In the left hand menu, go to Portal Management section and select Portal Users.
- Select the user and tap on the menu on the user tile and select Edit Portal User.
- Scroll down to the Site Access section on the Edit Portal User screen, where you can choose the specific companies/sites that this user should be able to access. Once you have made your selections, simply click on the Save button.