View Users/User Status
- To view a list of current users click the “Users” tab from the top navigation.
- The “Users” tab opens to a list of all users, their roles, email, status, and action options.
- Roles designate certain portal permissions — such as the ability to invite additional users from your firm or client base.
- Status indicates whether the user is:
- Invited: Has not activated their portal account
- Active: Has activated their portal account
- Action: Based on your user role, take action for another user — such as sending a portal reinvite, deleting an invite, or resetting two-factor authentication.
