Customer Portal – Creating New Users

This article describes the necessary steps to add a new user or new administrator to the Customer Portal.

Follow the steps below to add a new user or new administrator:

1. Log in to the Customer Portal as a portal administrator. The portal dashboard will be displayed as shown below.
   
2. From the left side panel, click on the Manage Users option under the Admin Center menu item.
   
3. The Users page will be displayed. This page lists the users associated with your organization who have access to software licenses and/or the Customer Portal.
   
4. Each line item includes the name, email address, group, role, and two-factor authentication option.
5. Before adding a new user or administrator, make certain that the user’s name does not already exist in the list. If the user already exists, then you can modify the existing details by clicking on the user’s name. Otherwise, continue to the next step to create a new user.
6. Click the Add [+] symbol as shown below.
   
7. The Add User page will be displayed as shown below.
   
8. Fill in the required fields such as First Name, Last Name, Email, and Group. You can also upload your profile photo using the [Upload Image]
9. Before saving the user information, you need to choose the role for this user in your organization. Selecting the Admin checkbox will allow the user to manage all other in your organization that are listed in the portal. By default, this checkbox is unchecked, and the user can only see the licenses and entitlements granted for his or her specific use. The user will not be able to see any other information about your organization.
10. The Two-Factor User Authentication checkbox is used to enable or disable the two-factor user authentication login for a newly added user to the Customer Portal. Thus, the administrator has the authorization to enable or disable the two-factor user authentication for users based on the organization’s requirements. Refer to this article in our knowledge base to learn more about two-factor user authentication in the Customer Portal.
11. When finished, click the [Add] button.
12. A confirmation will be displayed indicating that the new user profile has been successfully created.
13. The new user or administrator will soon receive an email with a link and password for initial login. The user will be prompted to change his password when he first logs in to the Customer Portal.

If you encounter any issues while adding a new user or administrator to the Customer Portal, please contact CivilGEO technical support. Our team will be glad to assist you further.