How do I add a new web portal user?

To add a new web portal user:

  1. Click on users on the toolbar.
  2. You will see Mobile Users & Portal Users, scroll to Portal Users.
  3. Underneath portal users it will say, Manage portal user or add portal user. Select add portal user
  4. Enter the username, email address, password and the password confirmation as required and press save.
  5. From here, you will be told that the user is not assigned to any branches. You need drag and drop the correct branch under allowed.


  1. Also ensure your new user has the relevant portal access by granting them permissions under the permissions tab.

The user is now able to log in with the credentials you have set them.

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