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On Thu, 03 Sep 2009 07:45:43 -0400 by Alex R

We have just release of the "Sub User" login.  Now you can assign permission levels to your "Sub Users." To enable this feature, log into the Client Portal and click on "My Details" to add Sub Users, Manage Sub Users (grant permission to specific areas, generate password for Sub Users).

How to Add Sub Users and Grant specific permissions for them:

  1. To Add a Sub User; click on the Add Sub User link from the "My Details" area.  File out the form completely and then click save.
  2. To grant permission levels to your Sub Users; once the Sub User has been created, click on "Manage Sub Users" select the Sub User, scroll down to Assign Password - and click the Assign... link; add the password, click save.  Then click "go back..." link followed by clicking to "assign permissions..."  Save and you're done!

Send the new Sub User an Email with their new account information and passwords.

 

Enjoy!

 


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