User Management

Rosanna Li Updated by Rosanna Li

This article will walk you through how to add new users and teams, how to edit existing new users and teams, and how to remove them.

  1. If you are an administrator, you can view and access the Administration section from the dashboard. User roles and team assignments are made in this section. Administrators can view and edit all users who have access to PortalPass. Additional users and teams are also added in this section. 
  2. Add a new user at any time with the '+New User' button. Clicking this button gives a pop-up with the option to search for a user by name. To add one of these users to PortalPass, search for the user you want to provide PortalPass access to, assign a role to the user, then click the '+Add' button if you want to add them to a team. Save these updates by clicking the 'Add User' button. This will give the user PortalPass access, and you will then be able to find the user in the User Management section.  
    1. If a user cannot be found, this means that the user you are trying to add may not have a ClaimConnect login. They can be added by navigating to the Account section in ClaimConnect and clicking 'Manage User Logins'. 
    2. Click ' Add New User ' 
    3. Fill out the fields to create a new user login 
    4.  Once the user has existing ClaimConnect credentials, you will be able to search them in the PortalPass Administration section.  
  3. Revoke user access at any time from the User Management list by clicking the trash can icon next to the name of the user to be removed. Confirm your selection for the user’s access to be revoked.
  4. Edit a user’s role and associated teams in the User Management list. Click on the pencil icon which displays a pop-up that shows the user’s current role and teams. Make any necessary changes and then save your edits. 

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