Overview
Only people with the Client Admin or Client Manager profile type can manage other users. For more information on the specific profile type permissions, please click here.
Once signed into the portal, click Menu > Settings.
You will land on the Portal Settings page once loaded. Then please select the Manage Users tab from the left-hand menu.
This is the Manage Users page where you can add/edit/delete users.
Click the + New User button, the Add User pop-up will appear and ask for the following fields:
- User Type - (required)
- Title - (optional)
- First Name - (required)
- Last Name - (required)
- Email - (required)
- Telephone Number - (optional)
- SSO ID - (if SSO product is enabled)
- Date of Invitation - (if enabled)
Communication sent to Staff users
When new members of your staff are invited to use Validis, they will receive emails from the below templates :
- Invitation Reminder for Client (Sent 7 days after the date the invitation was sent - if they have not signed up)
- Invitation Reminder for Client: Subject
- Invitation expired: Body (Sent 30 days after the invitation was sent - if they have not signed up)
- Invitation expired: Subject
- Invite Client: Body (The actual invitation email sent when the new user is added to the portal)
- Invite Client: Subject
Click for more information about email customization.
Click here for a full list of available placeholders.