How to Add Portal Users
This tutorial explains how to add portal users for access to an etherFAX account in the etherFAX Client portal.
Info, Notes and Warnings
Creating additional portal users requires the global administrator or a user with Edit Customer privileges.
The Email Address is not easily changed. Please be certain on the email address you wish to affiliate with your user and make sure it is spelt correctly.
Prerequisites
Before reading these instructions be sure that the following prerequisites are met:
An etherFAX account and access to the etherFAX Client portal at https://clients.connect.etherfax.net.
A user with role that allows for creating portal users.
Instructions
How to configure alert settings
Go to https://clients.connect.etherfax.net and sign in.
Click on Settings and then Portal Users:
In the upper-right corner select + Create Portal User:
Fill details for the Access Level, Username (Email Address), and other Contact Info. This information should be as kept accurate as possible. Then click Save.
The portal user will now be emailed with instructions on how to set up their password.
You have now successfully created a portal user!
Ending Notes and Details
There are two Access Level settings that can be determined for portal users.
Read Only allows for general access, but will be limited on certain aspects such as creating more users or purging the account.
Edit Customer allows for access to further details or configuration changes regarding the account.