Members Portal manual · Portal

Manage users

Give your team their own logins with only the permissions they need, and remove access the moment someone leaves.

Add a user

  1. 1Open Manage users and select Add user.
  2. 2Enter the full name, email and mobile number.
  3. 3Choose a role — admin, finance, operations or read only.
  4. 4Save; the user receives an activation email to set a password.

Edit or disable

  1. 1Use the row actions to change a role or reset a password.
  2. 2Disable rather than delete so the audit trail is preserved.
Same chapter in the PDF (page 8)
العربية