Adding a User

You can add users to your account after it is approved and funded and grant them access to a subset of Portal functions, including granting access to functions for one or more sub accounts.

New users log in to Portal with their own username and password and will be asked to confirm their information, email and change their password.

To add a user and assign access rights

  1. Click Settings > Account Settings > User & Access Rights.

  2. The Users & Access Rights panel shows all of the users you have added to your account.

    The Users & Access Rights screen opens. The Users panel shows all of the users you have added to your account along with their relationship to the primary account holder. The User Roles panel shows all user roles that you have created. Institution accounts will see additional panels for Authorizers and Additional Security Officer Approvals.

  3. Click the Add (+) icon in the Users panel title bar.

    The Add User screen opens.

  4. The process of adding a user and assigning access rights is divided into several screens. When you complete each screen, click CONTINUE to advance to the next screen. If you want to make changes to a previous screen, click Back.

    • On the first screen, enter information about the user, including the user name, password and personal information.

    • On the next screen, you are presented with the options to:

Viewing Pending User Access Rights

Click Pending Authorization in the Status column for any Security Officer listed to view a pop-up that displays the pending user access rights.

Viewing Eligible Security Officers on Pending Items

On the Users page, you can move your mouse over the Status of any Security Officer listed with a status of Pending Authorization to see a pop-up with Eligible Security Officers displayed:

You can view your pending changes to user access rights on the Home > Pending Items page. Move your mouse over those pending items to see a pop-up with Eligible Security Officers displayed: