Adding a new user to your organization's PortalSIX account
Who this is for
This article is for PortalSIX Customer Account Administrators.
What you'll accomplish
By the end of this article, you will:
- Know how to add new users to your organization's PortalSIX account.
Key Concepts or Steps
To add new users to your organization, navigate to the Users page within the PortalSIX customer administration portal. You can do this by clicking on the Users option on the left-hand navigation menu, or by clicking on the gear icon on the Account Users section of the customer administration portal's dashboard.
All existing users on your account, both internal and external, are listed on the Users page, but you can filter this view to see all users, or only internal or only external users. (For more information on internal and external users, please see the article in the FAQ section titled
FAQ: What are the different types of PortalSIX users?)
To add a new user, click on the + icon, or the Add New User button in the upper right corner of the page. A form will open and you can enter:
- The new user's name - this is a free-text field that allows you enter to enter the user's name as you wish
- The user's email address - this will be the user's username within the PortalSIX user app
- The user's phone number - this should be the user's mobile phone, they will receive text messages at this number, if they choose, as part of the user's login process
- The user's department or sub-organization - this field is optional
Click Create.
Please note
When a new user is created, they have a status of Unregistered. Once the new user goes through the registration process and sets up their login information, their account status will change to Active. Users with an Active status are able to login to the PortalSIX user app normally.
Admins can change any user's status from Active to Inactive at any time. A user with an Inactive status will be unable to log in to the PortalSIX user app, though nothing else about their account changes or is deleted. Once their status is changed from Inactive back to Active, they will be able to log in normally again.
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