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.


To learn about Users, see Understanding Users & Groups.


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:

i. Select Role for the user

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:

i. Select Role for the user

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




A notification will be displayed briefly stating: Users have been added successfully.  


Roles And Permissions

Managers and Administrators can add a single or multiple users to a Portal.