Context: This guide covers the ability to add and manage users and their roles within your organisation.
Help: Looking to onboard employees instead? Here are your options.
In this section, you can manage the users of your portal, invite new users, and assign roles.
You can view existing users and INVITE New Users to your portal.
New: The user assigned as your org's primary contact will be identified with a badge (below).
When you invite a user to your portal, you will need to fill in their name, email, and assign a role. The user will then receive an email with a link to create their account for your organisation.
Once you send the invite, the new user will appear in your list of users as "INVITED." You can either RESEND INVITE, EDIT, or REMOVE USER if needed.
To edit a user’s roles, click ‘Edit user’
On the user details screen, you can click on the ‘Role definitions’ tool-tip to see a summary of the different roles and their abilities
Note: To learn more about the different user roles and permissions, visit User Roles & Their Capabilities.
After reading the role definitions summary, click on the Roles tab to view their current roles and select any additional roles you wish to assign. Once you've made your selections, click 'Save'.
After clicking Save, you will be redirected back to the Users page. You can then hover your mouse over the role section for that user to view the roles that have been assigned to them.
To remove a user, click on the three dot action menu and select Remove user
- In the confirmation modal, click Remove
Note: You are unable to remove a user if they are the primary contact. You can assign a new primary contact via Organisation Details.
Help: For assistance updating the Primary contact, see Organisation Details for step-by-step guidance.