In this section, you'll learn how to add new users or edit existing users in the system. This includes assigning access roles and ensuring each user has a unique email address for portal login.

By default, all users on the communications platform are loaded into the portal automatically. To grant portal access to a user:

1. Click Edit next to the user.
2. Assign the Website User role.

To manually add a user not on the platform (for example, for reporting access):

1. Click + New User.
2. Complete the required fields and assign the appropriate role.

By default, all users on the communications platform are loaded into the portal automatically. To grant portal access to a user:

1. Click Edit next to the user.
2. Assign the Website User role.

To manually add a user not on the platform (for example, for reporting access):

1. Click + New User.
2. Complete the required fields and assign the appropriate role.

Details Tab