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.  Managers' access to a portal can be restricted to specific areas, with edit or read-only permissions for those areas (see Limit Manager Permissions in a Client Portal).

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 top navigation menu and then select 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 assign a User Group Profile. Selecting Admin allows the user full access to the portal. For information on permissions, 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 change their password when logging in for the first time.

9) Click Save to create the account. If selected, the email will be sent upon saving.