Business Portal - Admin - User Management

Business Portal - Admin - User Management

Purpose: 

To demonstrate how to manage your users withing your Business Portal. 


Video:




Instructions:


1. From your ITM Reports click on the "First Due" Logo.







2. You will be directed to the main menu. From here click on "Admin".






3. Clicking on Admin will open up the Users Section. Click on "Users".





4. This will bring you to a list of users. Click on "Add User" to add a new user.






5. To add a new user, you will need to fill out the required fields. You will also have the option to send "password invitation email" to new user.





6. Click on Roles to the see the role options:

Info
Business Portal Full Admin: Allows users to complete all system actions as well as manage users.
Business Portal Limited Admin: Allows user to complete all system actions ONLY. * No user management

                              






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