Managing Users in the Member Portal

Member users with the User Manager permission can manage who has access to their Member Portal without needing to contact their credit union. User managers will see two tabs on their account page: Invited Users (showing outstanding invitations) and Users (showing active users).

Inviting a User

1. Open the Invited Users tab and click "Invite User".
2. Enter the user's email address and select their access level: Read-Only or Full Access. Optionally, grant them the User Manager permission as well.
3. Click "Submit" and they will receive an email invitation to create their account, and will appear in the Users tab once they accept.

Managing Invitations
From the Invited Users tab, User Managers can resend an invitation, copy its invite link to share directly, or revoke it.

Managing Users
From the Users tab, User Managers can change a user's access level or User Manager permission, disable or re-enable their account, and send them a password reset email.