Granting portal access

Granting portal access

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Who can grant portal access?

Only users with Owner or Manager-level portal access can invite and configure new portal users. Server-level accounts do not have this permission.

How to invite a new portal user

  1. Log in to the backend portal.
  2. Open the left navigation and go to Employees.
  3. Find the employee and open their profile, or create a new employee record first.
  4. Enter their email address in the Portal Access field.
  5. Assign a Job Role that determines what they can see and do in the portal.
  6. Click Save. The employee receives an automatic invitation email with a link to set their password.

What the new user receives

An automatic email is sent to the new user's address with a link to set their own password and log in. The link expires after 24 hours — if it expires, resend the invitation by opening the employee's profile and clicking Resend Invitation.

How to remove portal access

  1. Open the employee's profile in Employees.
  2. Clear the email address from the Portal Access field.
  3. Click Save. The employee can no longer log into the portal.

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