Users

In this guide you'll learn

• How to add new users using the portal
• How to edit existing users to update their personal information
• How to activate or deactivate users to control access

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Add Users

To add a new user:

1. Navigate to the portal’s top menu and Click on Settings.

2. Navigate to "Users."

• Within the Site Administration area, click on the Users section.

4. Click on the "Add new user" button in the user’s section.

5. Enter the new user’s data and fill in the "First Name" and "Last Name" fields.

6. Fill in the "Phone Number" and "Email Address" fields.

Note: This email address will be the username.

7. Choose the Security Group from the dropdown menu.

8. Choose between "Invite by SMS" or "Invite by Email" by checking the desired box.

• When you send an email invitation, the user is expected to use their username and password to log in.
• When you send an SMS invitation, the user is expected to use the SMS verification code to log in.
• You may check both methods.

Note: If you choose "Invite by Email," fill in the notification email address. This can differ from the user's email.

9. Click the "Save" button in the form to create the new user.

10. The person will receive an email or SMS (depending on their chosen method) with a link to confirm their registration.

Note: Repeat the procedure for each new user.

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Edit Users

To edit an existing user:

1. Click the user you wish to update.

2. Fill in the empty fields or modify existing information in each section.

Note: There is a section with further details under User's Personalization.

3. Click the "Save" button on EACH tab you want to modify. Tabs save information individually.
4. Close the window by clicking the "Close" button.

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Activate or Deactivate Users

To activate or deactivate an existing user:

1. Click on the checkbox for the users you want to modify.

2. Click "Activate" or "Deactivate" depending on the case.

3. Click "Activate" or "Deactivate" depending on your needs.
4. Confirm the activation or deactivation:

• For deactivation, a pop-up notification will appear; click "Deactivate". For activation, a similar pop-up will appear; click "Activate."

8. Check the user status column to confirm the changes.