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.
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.
Where to find User Management
You can find User Management under the left menu Administration section of the Customer Portal.
Articles for managing users
- Adding and removing users
- Making two-factor authentication mandatory for users
- Promoting a user to a Master user