Manager-level users can be given access to one client portal at a time. If a user needs to access multiple client portals, consider giving them Partner-level access.  

Manager abilities in a client portal can be limited by restricting the user's visibility to specific pages and then by giving edit or read-only access to those pages. 

This article explains how to create a new user who can access a client portal as a Manager. To create a new Partner-level user, see Add Partner User.

1) Click Settings in the navigation bar at the top and then choose the Users option on the left.

2) Click User Setup.

3) Use the Select User dropdown menu to choose Add New.

4) Enter the email address that will be used as the user’s login.

5) Enter a temporary password (example: “Welcome123”) in the Password field.

6) Enter the user’s first and last name. Phone number is optional.

7) Use the Profile dropdown menu to choose the level of access that the user will have in the portal. Selecting Admin will grant the user full access to the client portal. To restrict users' visibility to specific pages, see Limit Manager Access to a Client Portal.

8) Mark the following checkboxes:

Active: Activates user’s account Send Email: Sends an email to the user directing them how to log in and provides them with the temporary password entered in the “Password” field Force user to change password: User will be prompted to create a new password when logging in for the first time.

9) Click the Save button below the user’s information to save your changes.