How to update a user
Once you have added a user, you can edit their access in the customer management portal.
How to update the groups a user has access to
Process
Log into the customer management portal and select permissions from the left side menu.
In the top bar options, select roles.
Search for the user by their email address.
click the ellipse '…' on the user record.
select edit.
select edit under groups
to remove a group, select the grey cross in the group you’d like to remove.
to add a group, search for the group in the groups bar.
select review.
select set permissions to complete the update.
How to remove a user
Process
Log into the customer management portal and select permissions from the left side menu.
In the top bar options, select roles.
Search for the user by their email address.
click the ellipse '…' on the user record.
select remove.
In the pop up that appears, select remove to confirm.
How to update the roles of a user with special permissions
Process
Process
Log into the customer management portal and select permissions from the left side menu.
In the top bar options, select roles.
Search for the user by their email address.
click the ellipse '…' on the user record.
select edit.
select edit under roles
to remove a role, toggle the role to grey.
to add a role, toggle the role to green.
select review.
select set permissions to complete the update.