Portal Access
Updating contact information, managing users, changing permissions
5 articles
Update Primary Contact’s InformationIf you’re listed as the Primary Contact on your plan, you can update your own contact details directly from Account Settings. Here’s how to do it.
Manage Existing Users in Your PlanAfter a user has been added to your plan, you can update their contact information, role, and access at any time from the Edit Menu.
Add a User to Your PlanThis article explains how to add a new user to your plan in the portal. You’ll enter their details, set their permissions, and send an invitation so they can access…
Update User Contact Details and PermissionsUse these steps to update a user’s contact information or permissions in the portal. You can edit names, email addresses, phone numbers, titles, and access settings from one screen.
Check Your Portal PermissionsThis article shows you how to view your role and permissions in the portal. Knowing your access level helps you understand what you can do and what requires approval from…