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Navigate to the USER ADMIN panel.
Invite or Edit users to enter their information.
Use the dropdown to configure roles.
The Admin role grants access to the entire platform. The Client Admin role lacks administrative functionality, but the user can still manage clients and add clients. The Client Technician (Client Tech) role can manage clients, but isn’t permitted to add new clients.
That completes the basic steps of adding users to the portal!
If you have any further questions, don’t hesitate to contact your account manager, or return to the Resources for more helpful articles.