User Management

Add a New User

To add a new user to the Partner Portal, follow these steps after logging into the Partner Portal:

1. Navigate to the Teams section using the left sidebar navigation.

2. Click the Add User button (please note only admin users have this option available).

3. Enter the new user's email address (Google or GitHub) and click Create (please note that the invited user is currently not notified by email).

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Note: Should you encounter the "Onboarding Steps" page (after your user account was added by your admin), proceed to fill out the form to create a bank and organization. This process is separate from your actual business production bank. After completing the form, log out. Upon your next login, you will be presented with a list of organizations from which you can select the appropriate production organization.

Editing a User's Role(s)

To edit user's role(s), follow these steps after logging into the Partner Portal:

1. Navigate to the Teams section using the left sidebar navigation.
2. Locate the user in the table
3. Click on Action -> Edit

4. Select or de-select the roles you want to enable or disable.
5. Click Update Permissions to save your result

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Note 1: If the user whose roles you are modifying is logged in, they must log out and log back in to see the changes.

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Note 2: De-selecting all roles will leave the user with read-only permission on the portal.

Disabling a user

1. Navigate to the Teams section using the left sidebar navigation.
2. Locate the user in the table
3. Click on Action -> Disable
4. Confirm you want to disable the user by clicking Disable