Managing Portal Accounts

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.

1. Go to Accounts > Members > Accounts
   
2. To edit an existing account:
   1. Click on the First Name to open the account details
      
   2. Update the details and save.
3. To add a new portal account:
   1. Click New, complete the following fields and click [Save].
      
      
      1. First Name*
      2. Last Name
      3. Login name
         Note: This is the portal username
      4. Email*
      5. Confirm Email*
         Note: This email address must be unique.  You cannot use an email address associated with another administrator or member account
      6. Password
         Default Requirement: Min. 6 characters with 1 uppercase, 1 lowercase and 1 numeric character
      7. Group*
         Members will belong to any group that is selected
      8. Status
         Note: All 'Active' accounts will have access to the web portal