This article describes how to add new users to your portfolio
You can only add new users, when you are a Customer Admin.
- Log into the portal with your Solytic account
- Navigate to Admin > Users
- A new window will open with all connected users
- You can delete or edit existing users here
- Click "Add new user" in the right upper corner
- Enter the personal information of the new user
- First and last name
- Role
- Language
- Confirm with "Add new user"
- Now a confirmation email will be send to the new user
If you assign the "Customer Admin" role to a new user, this user automatically has access to all sites in the portfolio. If you select the "User" role, you must then share individual sites with this user:
- Navigate to Admin > User
- Klick on the menu behind the new user name "Actions" and select "Share sites"
- Choose the sites you want to share with the new user
- You can give specific permissions to the user
- Close the window after you shared the sites
- Under #Sites you can see how many sites are connected to the user
The steps above are shown again in this product video: