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.

circle-exclamation

How to Create Users

1
2

Click [ + New User ]

3

User ID and Email

Create a User ID and add the user's email

circle-info

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

circle-info

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

6

Update & Finish


How do I reset my password?chevron-right

References

Roles And Responsibilitieschevron-rightUser Accountschevron-right

Last updated