Follow these steps to set up a portal account or manage an existing portal account.
NB: You will need an admin account to access the Member Manager. Contact our support team for assistance.
- Go to Accounts > Members > Accounts
- To edit an existing account:
- Click on the First Name to open the account details
- Update the details and save.
- Click on the First Name to open the account details
- To add a new portal account:
- Click New, complete the following fields and click [Save].
- First Name*
- Last Name
- Login name
Note: This is the portal username - Email*
- Confirm Email*
Note: This email address must be unique. You cannot use an email address associated with another administrator or member account - Password
Default Requirement: Min. 6 characters with 1 uppercase, 1 lowercase and 1 numeric character - Group*
Members will belong to any group that is selected - Status
Note: All 'Active' accounts will have access to the web portal
- Click New, complete the following fields and click [Save].
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