Add or Edit a User

Note that you must have the 'Primary User' role to perform the actions listed below. Users with the 'Authorised User' role will not be able to perform any of these actions.

To add a new User, or edit an existing User, navigate to the Settings tab, and then click on Users.

To add a new User, click the “Add new User” button, and proceed to enter the following information:

• First Name.
• Last Name.
• Email address: This must be a valid email address, otherwise the user will not be able to access AccountsPortal. 
• Disable this user: If you wish to prevent this user from accessing the Organisation's information, then select this option. Note that only the Primary User can specify this option for other users.

Note that the only change that a Primary User can make to an Authorised User's profile is to change their enabled/disabled status. Once a user's status has been disabled, then they will no longer be able to access any information for that organisation.