Portal Access

In Clevero, every portal user is treated differently based on the type of portal they access, and each user is granted distinct records to interact with through roles. While adding a user is typically done while creating a new portal, you also have the flexibility to add additional users as needed.

Add and Manage Portal User

Watch the guided demo below to add a new user to your portal.

You can also follow the same steps using the written guide below.

1. Go to the "Manage Portals" page and select the portal you wish to work with.
2. You can modify an existing user or click on "Portal User" to add a new user.
3. Fill in the required details, such as the user's name, email, role, and organisation. It's essential to note that the user will only have access to the records specified in the portal configuration related to the selected organisation.

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Info:

For managing user roles, please refer to the Portal Roles page.

4. Click the "Create User" button to save the new user.

After successfully creating a user, you might need to make modifications, temporarily deactivate, or even remove access. To achieve this, access their data and proceed to the "Edit Portal Access" page.

On the "Edit Portal Access" page, you have two options:

• Delete Access: Permanently remove the user from the portal.
• Disable Access: Temporarily deactivate the user.

📌 Need Help?

If you require assistance or encounter any issues, please don't hesitate to contact us for further support.

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