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Note

Please note that only Admin Users will see the Manage Users tab. It is hidden from all other users.

Creating Users

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Log into your Portal Account. From the home page, click the Manage Users tab.

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Click ADD A NEW USER to open a new window where you will enter the new user's information.

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Enter the new user's name and email address in the provided fields. If you would like this user to have admin privileges (i.e. the ability to create, edit, and delete users), check the Admin checkbox.

Click SAVE CHANGES to finish.

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When you have finished, the new user will now display in the Users table with an Active status.

Warning

You cannot create a user from existing contacts within the system; you will need to create a new user.

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Editing Existing Users

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LIBRARY:Editing Users in the Salesforce Customer Portal
LIBRARY:Editing Users in the Salesforce Customer Portal