Managing users

Users with administrator permissions can perform the following user management tasks.

Creating a new user

To create a new user:

1. In the top-right corner of the Self Service Portal, click your username > Account settings > Access and permissions tab.
2. Click the Add a user button.
3. Fill in the user's details and select the permission level.
4. Click Save.
5. A confirmation pop-up opens. Note that you can't change the email address once the user has been created.
6. Review the user details, and when you're happy click Create user.

The new user is added to the account. An email will be sent to the user inviting them to the Self Service Portal. Once they have confirmed their email address and set their password, they'll be able to sign in.

Editing a user

To change a user's permission level:

1. In the top-right corner of the portal, click your username > Account settings > Access and permissions tab.
2. On the row for the user that you want to edit, click Edit.
3. Make the required edits to the user's name or permission level. Note that you can't change the email address.
4. Click Save. An email will be sent to the user informing them of changes.

Deleting a user

When you delete a user, anything set up by them, such as tokens or notifications, will remain.

To delete a user, follow these steps:

1. In the top-right corner of the portal, click your username > Account settings > Access and permissions tab.
2. On the row for the user that you want to edit, click Delete.
3. In the confirmation pop-up, click Delete user. An email will be sent to the user informing them that their user profile has been deleted.