Users

Under Users you see all users who have access to the customer portal. When you click a user, the detail screen opens. Here you change the details and the user group, send an invitation or delete the user.

Opening the detail screen

1. In the menu, go to Access > Users.
2. In the overview, click the row of the user.

The screen has two tabs: Details and Logs. At the top right is the Send invite button.

Adding a user

In the overview, click New user. The Add user window opens.

1. Enter the email address at Email. The user later receives an invitation at this address. If the field is empty or the address is not correct, you see Email missing or Invalid Email.
2. Fill in the details of the user: First name, Insertion, Last name, Password and Employee code.
3. At Usergroup, choose the group that determines which rights the user gets.

Only First name and Last name are required. You may leave Password empty.

If the email address already belongs to an existing user, you do not fill in any details. You then see Confirm new user: you confirm that you give the user access to your environment and only choose the Usergroup.

After that, the user receives an email with a link to set a password. They can then log in to the customer portal.

Details

On the Details tab you change the user's details:

• Under Basic: First name, Insertion, Last name and Employee code.
• Under General: the Usergroup. The user group determines which rights the user has. How to create a user group is explained in the article about user groups.

Then click Save.

Logs

On the Logs tab you see what has happened with this user, with the Type, the Description and the date at Created on for each row.

Sending an invitation

Click Send invite at the top right to invite the user again. The user receives an email with a link to set a password and can then log in to the customer portal.

Deleting a user

1. On the Details tab, click Delete.
2. In the Are you sure? window, click Delete. Click Cancel to go back.

The user is then deleted and can no longer log in to the customer portal.