Creating New Web Portal Users

You can create multiple logins to your Web Portal so that different parts of your organization can access the data they need.

How to Create Users

1
2

Click [ + New User ]

3

User ID and Email

Create a User ID and add the user's email

We generally recommend using your email as your User ID

4

Password

Enter a Password or leave the Password field blank to automatically send the new user a "set password" email

5

Role

Choose a Role for the user

For a full list of user roles and how they work, see Roles and Responsibilities

6

Update & Finish


How do I reset my password?

References

Roles And ResponsibilitiesUser Accounts

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