Grant User Access to
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Written by Support
Updated over a week ago

November 13, 2017
Updated:  March 1, 2020 now has the option to allow you to Grant Portal Access to users. If you Grant Portal Access to a user, they will be asked to create a account and be able to log in to all Platform domains they have been granted access to, through one (1) login and URL (

Once Grant Portal Access is selected, the user will receive an email like the illustration below. They will need to select CREATE ACCOUNT to set up their account. It is important to verify that the e-mail address in the Platform User Account is correct. In order for the user to access multiple Platform accounts in their account, the e-mail addresses have to be the same.

To remove access to a Platform, simply click the Lock icon again. This will remove the user’s access only from, but the user can still login directly to the Platform. If you want to completely remove a user’s access, you will need to disable access or delete the user from the User Account screen.

Once the user is logged into their account, they will see their portal shown in the illustration below.

The user sees the list of domains that they have been granted access to, where they can simply just click on Sign In, and it will connect them to the Platform domain with the same permissions as the User Account in the Platform domain.

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