Adding a team member to Customer Portal
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Alex Huras

Created Jan 24, 2023

Adding a team member to Customer Portal

You can add as many team members to your Customer Portal as you'd like. Here's how to add them

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Roserocket

8 Steps
1

Select the Team page from the side navigation menu

Select the Team page from the side navigation menu
2

Click on New team member

Click on New team member
3

Choose whether this user should have full, or Read Only access, and click "Next"

Read Only access portal users will only have access to the orders list, with no permission to add/remove users, change settings, create an order, or request a quote.

Choose whether this user should have full, or Read Only access, and click "Next"
4

Enter in the Team Member's information, and click "Save"

Enter in the Team Member's information, and click "Save"
5

...and that's it! Your team member will be sent an activation email to set-up their Customer Portal

6

To update who has access to your Customer Portal, as well as their permission level, click on a team member from the Team page list

To update who has access to your Customer Portal, as well as their permission level, click on a team member from the Team page list
7

To edit their name or email, click on the relevant field, update the information, and select the checkmark to save your changes

To edit their name or email, click on the relevant field, update the information, and select the checkmark to save your changes
8

Under Status, select the toggle for Active and Read Only Access

Setting a team member to inactive will remove their access to your Customer Portal

Setting a team member to Read Only Access will limit their access to Orders - they will not be able to add/remove users, change settings, create an order, or request a quote.

Your changes will be saved automatically.

Under Status, select the toggle for Active and Read Only Access
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