Add users to grant them access to the operation portal, which is a client access portal
This article will step you through the process of:
- Adding an Operation User
- Editing an Operation User
- Making an Operation User inactive
Adding an operation user
To add a user to a specific operation/client portal:
- Go to Operations > Approved Operations.
- Select the name of the specific operation.
-
Select Details > Users > Add New User.
- You will be asked if you wish to send a welcome email (this will send an email with their login URL and ask them to create a password). Select Yes, Send Email to send, or if you do not wish to send select No.
Editing and resetting operation users
To edit existing users or send password reset email:
- Select the cog icon on the right next to the users details to Edit.
- Edit any details
- Name
- Phone
- Mobile
- Select Save Changes.
Send password reset
You can also use the Edit icon to Send a password reset email or resend the welcome email with a link.
Disable an operation user
To disable an operation user:
- Go to Operations > Approved Operations.
- Use the search box to find the operation then select their name.
- Select Details > Users, find the User you want to disable then using the edit icon > Make Inactive.
The user will no longer have access to this operation's portal.