A Business Account can be accessed by many different users within an organisation to submit applications and manage projects throughout their lifecycle. In order to access the Account and the Projects, a User must be invited to join a Business Account as a User by an Account Administrator. A contact record can be created and when the invitation to join the Organisation is accepted, the contact then becomes a user who can login to the Client Portal with specified Account Access.
For more information on the standard roles and permissions in the Client Portal see: Standard Roles.
Note: to add Contacts or invite Users, you must be an Account Administrator within the Business Account.
1. From the Client Portal home page, click on on your Account name and select Account Details.
2. Navigate to the Contacts tab to see the list of existing contacts, then select Create Contact.
3. Complete the Create Contact form to create the Contact record, if you wish to invite this Contact select the Send Invitation option. If you don't select Send Invitation, the action is available from the Contacts tab after you create the record and can be sent at any time.
When selecting Send Invitation you must select the Account Access for this contact.
- Account Administrator - Can access and update all projects, Account Details, invite and manage contacts.
- General User - Can access and update all projects.
- Basic User - Can only access projects they are assigned to.
Note: An Account Administrator can update the Account Access and details for users at anytime.
4. Once you have completed the form and are ready to invite the contact, select Save.
The new Contact will now be created and an invitation sent to their email address. When they login to the Client Portal for the first time their status will update to Active.
