How do I add a new user to Client Portal?
To add a new user and assign them to a portal, follow these steps:
- 1
-
From your WordPress dashboard, navigate to
Users -> Add New.
- 2
-
Enter your clients information:
Quick tip: We recommend unchecking the box "Send User Notification" and sending your own email with information about the portal.
- 3
-
In the role dropdown,
make sure you select Client. This is Client Portal's default role.
(Need to use a different role? Here's how to assign clients to a portal using another role.)
- 4
- Click Add New User.
To assign your user to a portal:
- 1
-
From your WordPress dashboard, navigate to
Projects -> All Projects.
- 2
-
Select the portal you want to assign the new user to.
- 3
-
Under
Client Account, click on the dropdown and select your new user.