Add the users who work for your customers, they will access the customer portal.
Video
Instructions
To quickly add a user:
- On the main menu navigate to Companies > Users.
- Then click on the Add User button.
To add users to a company:
- Open up the company’s profile by going to Companies > Companies then select the company name to open up the company profile.
- From the company profile navigate to the Users tab and click on the Add User button.
NOTE: Users are your customers who can access the customer portal
1/19/24: We can mass import users on your behalf via CSV. We will need you to send us a file.
Add a User to Multiple Companies
You can add a user to multiple companies by:
- On the main menu navigate to Companies > Users.
- Select an existing user.
- Access the Companies tab.
- Choose the desired company from the dropdown list.
- Click the Add to Company button.
