Managing Portal Users

Who Can Access Your Portal

Your portal can have multiple users from your organization. Each person gets their own login so you can control who has access and track individual activity.

Inviting Team Members

If you have user management permissions, navigate to the Users or Team section in your settings. Click Invite User and enter the person email address. They will receive an invitation to create their account and access your portal.

User Roles

Depending on your setup, users may have different permission levels. Some users might have full access to all modules, while others might only see specific sections. Your agency team can help configure the right access levels for each person.

Removing Access

When someone leaves your organization or no longer needs portal access, remove them promptly. This keeps your account secure and ensures only authorized people can see your business data.

Best Practices

• Give each person their own login — do not share credentials.
• Review your user list periodically and remove anyone who no longer needs access.
• If you are unsure what role or permissions someone should have, ask your agency team for guidance. They can set up custom access levels that match your organizational structure.