This article details the process of adding additional portal users to your etherFAX account.
These users will have their own login credentials when visiting https://clients.connect.etherfax.net and depending on the role given, can edit or read information within the account.


Prerequisites

Before reading these instructions be sure that the following prerequisites are met:


Instructions

How to add additional portal users

  1. Sign into your main account user in the client portal at https://clients.connect.etherfax.net.

  2. Click on SETTINGS in the left navigation bar, and then click on Portal Users:

  3. In the upper-right corner click + Create Portal User:

  4. Enter details of your new portal user on this page. Determine contact information, access level, and their username:

    Note: You can determine two roles for your created user. The Edit Customer role, or the Read Only role. These roles determine whether your newly created portal user has the ability to make various edits or not.

  5. When complete, click Save Changes. The email address used for the created user will be notified of their account creation. A password link set to expire after 24 hours is sent to their inbox.