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Manage User Profiles

The Portal[Product Tab]Admin OptionsManage Users

Users designated as a Primary Contact can manage the profiles of other users in a franchise.

To manage a user profile:

  1. From the preferred browser, navigate to The Portal.

  2. From the product tabs listed across the top of the page, select the appropriate product.

  3. From the menu list on the left, select Admin Options.

  4. From the options listed in the center of the page, select Manage Users.

  5. From the User List, select the user.

  6. Edit the user profile as needed. Include the email address and login credentials.

  7. Select the portal communications to send to the registered email address. These communications include information about new features, enhancements, or required actions for a particular product.

  8. Select Save.

Deactivate a User

The Portal[Product Tab]Admin OptionsManage Users

When a user is deactivated, a red DEACTIVATED status appears on their profile.

To deactivate a user from The Portal:

  1. From the preferred browser, navigate to The Portal.

  2. From the product tabs listed across the top of the page, select the appropriate product.

  3. From the menu list on the left, select Admin Options.

  4. From the options listed in the center of the page, select Manage Users.

  5. From the User List, select the user.

  6. Select Deactivate.

  7. From the top of the Manage Users panel, select Save Changes.

Additional information about deactivated users:

  • A deactivated user cannot login to The Portal. Their password and answer to their security question are also deactivated.

  • To reactivate a user, it is necessary to define a new password. The user may then change the assigned password and reenter the security question answer(s) in the Settings menu.