Activate Users

What role/s can do this? Partner admin

When creating users you can choose whether or not to activate them straight away. This is useful if you are creating a lot of users for a customer but don’t want them to have access to the portal as soon as they are created.

Once a user is activated this will trigger an email with account information to be sent to their email address so they can access the portal.

Activate a user #

1. Navigate to Users
2. Locate the relevant user
3. Click Detail in the Actions column
4. Locate Activate User and tick the checkbox
5. Click Update User

The user becomes active.

Deactivate a user #

To deactivate a user, disable the checkbox next to Activate User. When a user is deactivated, they will lose access to the portal.