Once logged in to the Customer Portal, you can easily manage users connected to your customer account. Add and remove users, or promote a user to master.
You can find Users under the left menu item Administration → Account Management section of the Customer Portal.
Customer Portal users should not be confused with Contact Management. Customer Portal users can only login to the Customer Portal and perform certain actions. Contact persons, managed in the Contacts section, are used for communication via email or phone, and are used for contractual purposes.
Each user can have roles assigned to it to perform specific operations on the Customer Portal. See below what every role can perform.
A Master user is a special kind of role. There can only be one Master user for each customer account, and it cannot be removed. The Master user can promote another user to be the Master.
Articles for managing users
- Adding and removing users
- Making two-factor authentication mandatory for users
- Promoting a user to a Master user