On the Users tab for the tenant, you can manage existing users and add new users.
NOTE: There is a validation process happening when you have added the email addresses. If an email address has the wrong format, it will appear in the Error field to the left. Hover over the Information icon to see the cause of the error. If the error is due to an invalid email address(es), you need to fix the address before you can move to the next step.
4. Select Role, Access permissions, System permissions, Data accesses, and Module accesses:
NOTE: For an overview of the various permissions, see User administration.
NOTE: Inherited permissions from roles: If you have added the user(s) to a role, you will see the inherited permissions and accesses, and the switches are deactivated.
5.Click Create. NOTE: If you have insufficient licenses, you will get a warning message. The user(s) will be created, but you must manage licenses individually.
Your new user(s) will receive an e-mail where they must click the Accept Invite button and fill in their name and set a password.
HINT: If a user should no longer have access to the portal, you can remove the user from the tenant. To do so, on the Users tab, click the name of the user, then click Options, then Remove user. If the user you are removing has content, you can move the content to another user.
If you have created a new user and this user has not accepted the invitation e-mail, you can re-send the invitation to the portal.