If you are a Primary Contact, you can create additional member accounts. You also can edit member information, as well as deactivate any members that should no longer have access to the platform.

  1. Log into the Community Platform.
  2. Click on your profile icon at the top right.
  3. Click on “Profile”.

  1. In the “Manage Users section, click on “Add New Community User”:
  2. Complete the fields in the “New User” pop-up:

6. When finished, click “Save”. The new member will receive an email with a link to the portal.

7. To edit information on a member, search for the user and them click on the pencil icon to the far right:

8.Once the record is in edit mode, you can update the user’s Title, Email, Phone and Billing/Legal Contact information. Then click on the disk icon on the right to save:

9. To deactivate a user, click on the Activate/Deactivate button:

10. Click “OK” in the pop-up to confirm. The user will then show as inactive on the list.

11.You can also re-activate inactive users using the same process.