Adding and Modifying Managed Account Users

Partner account users with Company Admin permissions can create and edit managed account users, assign roles, and activate/deactivate users.

To create a new user

  1. Log in to a partner account with Company Admin privileges.
  2. Choose Company > Manage Users.
    Manage Users

  3. Click New User.
    New User

  4. Complete all fields.
    New User Fields
    The user email address is required for registration.

    The role determines what actions the user can perform in the Portal through their access permissions. For details about the user roles, see Managing User Roles.

  5. Click Save.
    When you create a new user, the Portal sends the user an email with instructions for creating a password and logging in.

Note

If a managed account user does not receive the set password notification or it has expired, they can go to Portal login screen and select the Forgot Password option using the same email address to generate the reset password email.

For existing users, you can edit the user profile and also activate and deactivate access. This allows for both pre-provisioning, fast enablement, and suspension of user access to the Portal.

To modify an existing user

  1. From the Manage Users page, find the user to modify.
    You can use the filter at the top of the page to focus the list.
  2. Click Edit next to the user entry.
  3. After making changes, click Save.

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