When registering on the portal or completing an application with the sales department staff, a basic user is assigned on the portal under the registered ID number, who is also the main contact person for the company. This user is assigned an e-mail address that allows him/her to log in to the profile of the company. In case you need to grant access to the portal to another person, you need to create a user profile with a unique email address under which he/she can log in to the portal under the given ID number.
Instructions
- Log in to the portal under the details of the main contact person.
- In the top bar, click 1 list of companies and choose the one you want to add the user for.
- Switch to the 2 Users tab.
- Scroll down the screen using the side scroll bar or mouse wheel to the Add User section and fill in the appropriate fields 3 First Name, Last Name, Email, Prefix, Number and Role (User) and click 4 Save.
- A green information bar will appear in the upper right corner with 5 Changes saved successfully. This has added another profile to the list of users. 6 The star icon identifies the user who is listed as the main contact person for the company. If you wish to change this person, please inform us via the Notification of change of data form or via Customer Support. The 7 cogwheel icon can be used to edit the contact details of a given user. 8 bin icon is used to delete a user from the User List. If you make edits or delete a user, you must then confirm the changes using the 9 Save button.
