In this module, add and manage users of the Company Portal
Note that it will be required to have at least one permission role created.
View Company Users
The Company Users screen allows you to view all Users and add, edit, or delete them. Company Users are all Users that have access to the Company Portal. This screen is accessible from the User Management drop-down on the menu bar.
From this view, you can:
- Add a new User
- Edit a User
- Delete a User
- Sort the grid by clicking on the grid headers
Add a Company User
Click “Add New User” from the Company User screen to add a user. Enter the User’s information and assign the Permission Role. When you are finished, click “Add User” if adding or click “Cancel” to exit without saving. When a new user is created, an email is sent to the administrator and the new user. The new user must follow the email instructions to verify their account.
Edit a Company User
Click “Edit” from the Company User screen to edit an existing User. Update the user’s information. When finished, click “Save User” or “Cancel” to exit without saving.