Logins

We strongly recommend creating a new login for each user who needs access to the Portal:

Navigate to Account section and click on the General page

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1. Then click on the Logins tab

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2. In the top right section of the Logins pane, click on Add Login

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3. Provide the first name, last name and email address

4. Define the Portal user’s privileges:

   1. Dashboard

   2. Voice

   3. Data

   4. Account

   5. Logs

5. Click Add Login

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Upon creating a new Portal login, the account holder will receive an email with a link to reset the password to start the initial login process.

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The Logins tab also contains administration options for each Portal user account. This tab allows you:

• To search and export a table of all accounts

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• View the last login and Date/Time an account was added

• Enable/disable an account with a single toggle

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• Modify the privileges of an account by clicking respective icons

• Modify an account by clicking the grey Pencil icon

• Reset a password by clicking the grey Reset icon

• Delete an account by clicking the grey Trash icon

Any changes made by users in the Portal will have their name associated in the Audit Logs tab which is also located within the General page.

You can use the Privileges column’s icons to grant and revoke access to your employees, ensuring smooth on-boarding, off-boarding and administration procedures.