Here we will guide you through the process of adding a new user to your organisation's Portal account.

Please note: The following actions can only be performed by an Account Admin. To learn more about the different roles and user permissions in Portal, head over to this article.

How to add a new user

While logged in to Portal:

How to add a new user UI Walkthrough

Step 1: Click on your name in the top right corner of your screen.

Step 2: Select "My Profile" from the drop-down menu. 

Step 3: Navigate to "Manage Users".

Step 4: Select the "Add User" button to the right of your screen. 

Step 5: Enter the relevant details for the "Name" and "Email" fields and select the relevant Role for this user.

Step 6: Select the "Customer," "Branches" and "Stations" that you would like to associate this new user with. 

If you are creating an Analytics user, do not include Stations or Branches unless you wish to restrict the users' access to certain stations. After selecting a Customer, you can click on Save to complete user creation. 

Step 6A: If Branches were selected, you can, en masse, attach the new user with the relevant User Level to the stations under that Branch. 

Step 6B: If no Branches were selected, navigate to "Assign Stations" where you can, en masse, attach a User Level to all the stations selected.

Step 7: Click on Save to create your new user.