How to create Users (For Businesses)

1. Navigate to the Account page.
   
2. Select the New+ button within the Users tile to begin creating a new user.
   
3. Enter the user's real name, display name, and email address.
   
4. Assign one or more roles to the user, defining their permissions and access levels.
   
5. Click Save to add the user to your account.
   
6. Once the user is added, use the Send welcome email button to send them a registration email.
   
7. The registration email will contain instructions for the user to reset their password and complete the account setup process. 

Managing portal Users 

You have the flexibility to manage your business user accounts effectively from the Account page. You can perform various actions such as updating account details, resending welcome emails, resetting passwords, and deactivating accounts. This allows you to maintain control and make necessary changes to User accounts. 

Unlocking User accounts 

The default security policy of the business portal includes an account lockout feature. After five (5) consecutive incorrect password attempts, user accounts are automatically locked for a period of 30 minutes. In case of genuine user error, you can unlock their account by going to the Account page and selecting the lock icon next to their user record. Confirm your decision to unlock the account to proceed.