For the complete documentation index, see llms.txt. This page is also available as Markdown.

Manage portal users

Create, edit, disable, and organize the users who can access a customer portal.

Portal users are managed in the BackOffice.

Each portal user is linked to a customer context and portal setup.

1

Open the customer

Open the customer you want to manage.

2

Open Portal users

Go to the Portal users section.

3

Add or open a user

Create a new user or open an existing one.

4

Set the user details

Enter the email address, enabled state, and related portal setup.

5

Save the change

Click Save.

You can manage

  • access per user

  • enabled or disabled state

  • linked portal setup

Frequently asked questions

Can one user access more than one portal?

Yes.

That depends on how the user is configured.

What happens if I disable a user?

The user can no longer sign in.

How does a user reset a password?

Through the portal password reset flow.

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