Users and preferences.
Control who has access, what they can do, and how they sign in.
4 guides in this section. Each one comes with written steps and a walkthrough video.
Users & Invites
Invite a new user
Give a colleague access to the portal with the right role.
StepsVideo
AvailableUsers & Invites
Update a user's account information
Change a user's name, contact details, role, or email alerts.
StepsVideo
AvailableRoles & Permissions
Add a new role and permissions
Decide what each role can see and do.
StepsVideo
AvailableRoles & Permissions
Assign a role to a user
Change what a user can access by giving them a different role.
StepsVideo
AvailableCan't find what you need?
Your Partner Relationship Manager and our support team can walk you through anything in the portal.