Managing portal users (inviting, access scope, and editing)

Portal users are managed by customers themselves from the Portal Users card on their dashboard. Add User invites a colleague by email. If that email already matches a contact, the invite simply grants portal access to that contact. If it is new, the inviter fills in a first name and chooses roles.

Roles come at two scopes. Customer-level roles apply to every property on the customer and are only offered to inviters who themselves have customer-level access. Property-level roles apply only to the specific properties selected, so a user can be limited to one site. Use Search properties in the property picker to find a site by its displayed name or address.

At least one role must be chosen to add the user. The important rule is that you can only grant what you already have. A property-level user can invite people only to the properties they can see, and only customer-level users can hand out customer-level access.

The Portal Users card lists everyone who shares your access scope, marks your own row with (You), and shows an Edit link only on users you are allowed to change. Editing opens the contact details so the user's name, phone, title, portal access, and their property or customer roles can be updated.

Removing a contact's portal access revokes their entry immediately. Newly added or edited users appear after the change saves.

Where to find it: The Portal Users card on the right side of the Customer Portal dashboard, and the Add User and Edit dialogs it opens.

Related guides

• Roles and permissions: how access works

• How your customers sign in to the Customer Portal

• What your customers see in the Customer Portal