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Managing Accounts in PORTAL

Add or edit administrative accounts in PORTAL Preferences.

  1. Click the gear icon at the right side of the task bar to enter PORTAL Preferences.

  1. Navigate to PORTAL Preferences > Utilities tab, and see the Account Management section of the screen.

  1. To create a New Account:
    1. Enter Account namePassword, and select a Privilege set for the new account from the drop-down menu.
    2. Click Add Account.

  1. To edit an existing account, enter the Account name and a New password if appropriate, and click the button to perform the desired action:
    1. Change Password
    2. Delete Account – removes the account entirely.
    3. Deactivate Account – leaves the account record, but deactivates it until you activate it again at a later date.
    4. Activate Account – make active an account that already exists but has been deactivated.

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