Adding and Removing Users on the Portal
Someone has joined our team and needs access to the portal. How do I add them?
Anyone who has administrator rights can add new users to the portal. To do this you need to click on your name in the top right-hand corner - there is then a user admin option. Click on this and 'Manage Users'. If you need any other users to have administrator rights just contact your Customer Success Manager who can set this up for you.
A member of staff has left. Do I need to do anything to protect our data?
Yes, you should remove any users who are no longer employees within your company to ensure that they can no longer access the data. Anyone with administrator rights can remove users – click on your name in the top right-hand corner and select user admin – you can then change user access there. If you need any other users to have administrator rights just contact your account manager who can set this up for you.
Anyone who has administrator rights can add new users to the portal. To do this you need to click on your name in the top right-hand corner - there is then a user admin option. Click on this and 'Manage Users'. If you need any other users to have administrator rights just contact your Customer Success Manager who can set this up for you.
A member of staff has left. Do I need to do anything to protect our data?
Yes, you should remove any users who are no longer employees within your company to ensure that they can no longer access the data. Anyone with administrator rights can remove users – click on your name in the top right-hand corner and select user admin – you can then change user access there. If you need any other users to have administrator rights just contact your account manager who can set this up for you.
Updated on: 28/07/2023
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