Creating Portal Users
Creating client portal users is now covered in one guide, for both the agency console and the client dashboard.
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This Guide Has Moved
One guide now covers creating users, roles, sites and 2FA.
Before you start
- Agency console: Admin or super admin, at Clients > Portal users.
- Client dashboard: a tenant admin, at Setup > Portal users.
Read Setting Up Portal Users. It covers the add form in each console, the portal roles, ticking sites, passwords, 2FA resets and deactivating a user.
On a client with more than one site, a new user with no site ticked sees nothing. Tick their sites under Role and sites (agency console) or Access (client dashboard).
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