You can send invites and manage user profile from within the Portal interface.
To do so, select Profile on the main menu bar and choose Members.
Here is where you will find a list of current portal users, which you can use to invite and view your company users.
- Get started by clicking Add Member, above your user list.
- Enter the title, first and last name and email address of the user.
To avoid any privacy issues, any profile edits must be done by that specific user. Should you wish to, for any reason, want to update your employee's profile, please submit a support ticket and we will get that taken care of for you.
In order to delete an employee, remove access, and disconnect him/her from the system, please let a staff member know or submit a support ticket.