Add Portal Users

Admin and Manager roles can add users to the Unionpoint Portal.

To add a portal user:

1. Click Add User.
2. Enter the user's details:
   • First Name
   • Last Name
   • Role - either Manager or User
   • Email
3. Click Create User.
   The new user is now added. They will receive a welcome email with instructions on how to activate their account. If they have not activated their account, click the Resend button to invite them again.

   Note: Creating a user in Unionpoint Portal creates a user within the Unionpoint Integration Platform as well.