A step-by-step guide
The Manage Users area lets you view and update the users in your portal. This is available to Client Admin and Client Manager profile types.
Finding the Manage users list
Step 1
Get to Manage users
After signing in, you may see a Welcome pop-up asking how you'd like to start. If it appears, select Manage users. If it doesn't, select the Manage users tab from the dashboard.
Step 2
Open the Manage Users tab
From the dashboard, select the Manage Users tab.
Step 3
Locate the user
Search for the user by name or email using the search bar.
Editing a user
Step 1
Open the Edit option
Next to the user, select the ellipsis (3 vertical dots) in the Actions column, then select Edit.
Step 2
Update the user's details
In the Edit user window, you can update the Role, Title, First Name, and Last Name.
Step 3
Choose a Role
Select the Role dropdown to choose from: Engagement Agent, Relationship Manager, Client Manager, Full Engagement Manager, or Portal Admin.
Step 4
Save your changes
Once you've made your changes, select Save.
What happens next
You'll see a confirmation message, and the user's updated details appear in the list straight away.
Please note: the email address cannot be edited, as it's the unique identifier used to access Validis. If you exit the window without selecting Save, your changes will not be saved.