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

STEP-BY-STEP

1

Create the new User
2

We recommend using User Groups and limiting the permissions of the User.
3

On the left navigator, click on User Management > Users
4

Click Create New User button and input user information
5

Enter the user information under the Basic Info tab
6
Click 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:
- Sales
- Service
- Suppliers
7

Scroll down to the bottom then, click the Create button.
8

You should be able to see the newly created user in the User Management.