Connect Portal

How-To Video

How-To Guide

Option 1: Create a new user

Step 1: Login to the Connect Portal

• Log in to the Connect Portal.
  
• Navigate to the User Management page.
  

Step 2: Add new user

• Select Add User.

Step 3: Fill in user information

• Select a title.
• Add first name, last name, email and phone number.

• Super Admin User: Can manage all users (add/edit/deactivate), reset passwords, view order history.
• Super Admin User: Can manage all users (add/edit/deactivate), reset passwords, view order history.
• User: Can only manage their own profile.

• Select Save Changes.

Step 4: Onboarding email

• The new user will receive an email prompting them to log into the Portal, set a password and the 2-Factor Authentication.

Option 2: Edit an existing user

Step 1: Search for a user

• Search for a user.

Step 2: Edit user details or reset password

• Edit required fields.
• Select Reset Password to send the user a password reset email.
• Select Save Changes to proceed.