If you haven't already, please make sure that you've read through how to use Admin portal on our admin portal explainer article here.
Adding a New User
Open Admin portal in the side menu by using the grid in the top left corner to open the menu.
Click "Create New User"
Add in their first name, last name and email address
Choose the option in 'Connection Name' that contains your company acronym
Add a team
Click 'Send onboarding email'
You will not be required to add a role unless if you have specific permissions that you would like to apply to your user.
Use the "Enabled" toggle button to disable users when they leave the company. It's better that you use this method rather than deleting a user profile, as this means all historical records that the user has worked on keep user data.
The "Biography" field gets used for some workflows. For example, if you're an insurance repair builder, assessors assigned to jobs will have their biography added to any outgoing email that policyholders receive about repair updates to their claim.
Teams are mandatory. You can learn more about Teams here.
If you get stuck, please send us a message at firstname.lastname@example.org to get help.
For the full web site, click here.