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. User Administration is only available to Users with the Admin Role.

How to Create Users

  1. Navigate to "Settings" > "User Administration"

  1. Click the [+ New User] button

  1. Create a User ID and add the users email (We generally recommend using your email as your User ID)

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

  3. Choose a Role for the user

For a full list of user roles and how they work, see [user roles page]

  1. Click [✓Update]

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