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Manage all users who have access to the customer portal.

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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.

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2. Adding User

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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.

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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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