You can add users to your Portal and assign them permissions that determine their access to the content in your Portal. You can also collect users into groups, and assign the permissions to groups for easier management.
Follow the instructions below to add single or multiple users
- Steps to Add a Single User to your Portal
- Steps to Add Multiple Users to your Portal
Steps
Only Administrators and Managers can add a single or multiple Users to a Group.
Add a Single User in Portal
1. From the Portal's Homepage:
i. Click on the navigation menu on the top left of your screen
ii. Expand the Admin tab
iii Click on Users & Groups and you'll be directed to the Users & Group page
2. From Groups section on the left-hand side of the screen:
i. Select a Group Name
ii. Click on the Add Users button.
Note: All Users is a default group in your Portal that every user is added to when they join the Portal.
3. Add New User popup will appear:
ii. Enter Email Address of the user
iii. Select checkbox Send Email Forcefully
iv Add a personalized message if required
v. Click on the Add Users button to add a new user
A notification will be displayed briefly stating: User has been added successfully.
Add Multiple Users to Portal
1. Form Add New Users popup:
ii. Enter Email Addresses with comma separated
iii. Select checkbox Send Email Forcefully
iv Add a personalized message if needed
v. Click on the Add Users button to add the users
Roles And Permissions
Managers and Administrators can add a single or multiple users to a Portal.