Overview
Validis allows people with the Client Admin or Client Manager profile type to manage other users. For more information on the specific profile type permissions, please click here.
Please note: If your portal has the new user experience enabled, click here to see the updated steps.
Inviting the User
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, and 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 - (required if SSO product is enabled)
- Date of Invitation - (if enabled)
New User Experience
After signing into the portal, you may receive a pop-up asking you what you'd like to do.
If so, click Manage Users to be redirected to the user dashboard.
If not, select the Manage Users tab from the engagement dashboard.
Click the Add New User button, then select Add Single User.
The Create New User pop-up will appear and ask for the following fields:
- Role (Profile Type) - (required)
- Title - (optional)
- First Name - (required)
- Last Name - (required)
- Email - (required)
- SSO ID - (required if SSO product is enabled)
- Date of Invitation - (if enabled)
Click Save once ready to invite the user.
Communication sent to Staff users
When new members of your staff are invited to use Validis, they will receive emails from the following 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