How to Manage Portal Access for Your Team Members

Let your teammates collaborate directly on support tickets, billing inquiries, reports, and other portal features by granting them appropriate access. Managing team access improves communication and speeds up issue resolution.

How to Add Users:

1. Navigate to Settings > Users in the portal menu to manage team access.
2. Click the Add User button to start inviting a new team member.
3. Enter the user’s full name, valid email address, and assign their role based on responsibilities.
4. Select specific permissions such as access to tickets, invoices, reports, or administrative functions.
5. Click the Invite button to send an invitation email with instructions to join the portal.

You can manage existing users by editing their permissions or removing access anytime through the same Users settings page.

By properly managing team access, you promote collaboration while maintaining control over sensitive information and actions.