Customer Portal Users

Manage all users who have access to the customer portal.

1. Main Window

In the main window, you will see a list of all users who have access to the portal.
You can manage a user’s details and permissions by clicking on their name.

2. Adding User

3. User Details

Once you click on Add User , you need to enter all the details related to the new user, including:

• Email

• Role

• First Name

• Last Name

• Job Title

• Business Phone

• Country

• City

• Street

Then, click Create User to submit the form.

4. Roles

There are three user roles available:

• Site Admin : Allows the user to view and manage all data across all service locations and creating new users.

• Site Manager : Allows the user to view and manage data for a specific service location.

• Site Manager - Viewer : Allows the user to view data only for a specific service location (read-only access).

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