Once logged in to the Customer Portal, you can easily manage users connected to your account. Add and remove users, or promote a user to master.
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 Contact Management 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.
Read the following articles for more instructions:
- Adding and removing users
- Making 2-factor Verification mandatory for users
- Promoting a user to a master user
Where to find User Management
You can find User Management under "Shortcuts" (on the left panel) or in the top-right menu section of the Customer Portal.