Create a Xenial Portal User

Xenial PortalUser ManagementUsers

To create a new user account:

  1. From the Users homepage, select Create User to open the New User editor.

  2. On the General page, type the user information in the provided fields:

    • Name - Type the name of the user.

    • Email - Type the email address of the user.

    • Preferred Language - From the dropdown menu, select the preferred language of the user.

  3. Open the Roles page to assign Roles to the user account:

    • Select Add Role.

    • From the Add Roles popup, select the Roles to assign.

    • Select Add [#] Roles.

  4. Open the Sites page to assign company sites to the user account:

    • Select Add Site.

    • From the Site Selector, select the sites to assign.

    • Select Select [#] Sites.

  5. Select Save.

Resend Email Invitation

An invitation to accept the new user account is sent to the user's email address. In the event the invitation is not received or accidentally deleted, resend the invitation.

To resend the email invitation to the user:

  1. From the Users homepage, select the user.

  2. From the Actions dropdown menu, select Resend Invite.