Approved users

Access Control

The Approved users access control section is where external users may be added to an accounts Content Portal. Follow these steps:

1. Navigate to the Content Portal section under a given account

2. Select Approved Users from the left navigation menu

3. Click Add

4. Enter Name and Email in the pop up

5. Click Create

That user will now be able to access that specific account's Content Portal.

Note that the user will NOT receive any form of a welcome email and it will be up to you to communicate with them.

Editing, lock or delete users

To adjust a users information such as name or email, lock them or delete them from a portal. Click on the three dots next to the users name and select accordingly.

Locking a user will prevent them from logging into the portal.