- Company Module Overview
- Navigating to Contacts
- Managing Companies
- Managing Company Types
- Linking Users with Logins to Secure Portals to a Company
Linking Users with Logins to Secure Portals to a Company
After creating the Company you may want to give them access to a secure portal, this is optional
1Create the new User
2We recommend using User Groups and limiting the permissions of the User.
3On the left navigator, click on User Management > Users
4Click Create New User button and input user information
5Enter the user information under the Basic Info tab
6Click the User Groups field and select the Group for this user in the options. The group controls the access for the user. Examples may be:
7Scroll down to the bottom then, click the Create button.
8You should be able to see the newly created user in the User Management.