Create a User Account for Another User in the Customer Access Portal

Describes how to create a new user account on behalf of another user in the customer access portal.

Type

How to

Audience

GateWay Company Administrator

Products

GateWay’s customer access portal

 

Context

Create a user account for another user in GateWay’s customer access portal when a user at your company or one of your customers needs a user account but is unable to create a profile themselves. 

Before You Begin

Required: Internet connection, valid GateWay account, valid login credentials and access permissions, user name, valid user email address, temporary user password

 

Steps

To create a user account, do the following:

  1. In the customer access portal header bar, use the user menu to select Manage Users

    The Manage Users page opens in the main area
  2. Click +Create User
    The Create User popup opens
  3. Type the user’s name in the Name field
  4. Type a valid email address for the user in the Email field
    Note: The email is used for registration purposes and as the user’s login email
  5. Type a temporary password for the user in the Password field
    Note: The password is used for the first login, at which time, the user is prompted to set up a permanent password
  6. Under User Status, do one of the following:
    1. Click Active if you need to enable the user to register and log into the customer access portal
    2. Click Inactive if you do not need to enable the user to register and log into the customer access portal, but still need them in the list of users
  7. Optional: Add any appropriate information about the user to the Address, City, Province/State, Postal/Zip Code, Country, Company, and Phone fields
  8. Optional: In the Portal Access section, check Company Administrator if you need the user to have company administrator privileges in the customer access portal
    Note: See “About Users in GateWay” for more information on company administrators
  9. Optional: Under Company Access, you can use the Select a company to add dropdown to give the user access to more than one company’s customer access portal
    Note: By default, the user is always added to the customer access portal of the company that you are currently viewing
  10. Click Create User
    The user account is created and is added to the list of users
    If the user is an active user, they receive an email notification prompting them to log in and set up their password
    Note: You must email the user their temporary password before they can log in for the first time

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