Grant Portal access to existing Agent

Last updated: December 16, 2025

Overview

This article explains how administrators can grant Portal access to an existing Agent



Steps to Grant Portal access to an existing user

  1. Log in to the admin dashboard with your administrator account.

  2. Navigate to Users.

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  1. Locate the user you want to edit. You can:

    1. Scroll through the user list, or

    2. Use the Search bar to find them by name or email.

  2. Click Edit details

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  3. Click Add portal access

  4. Set the required permissions that you want to grant to this user

  5. Click Save changes

Important: After granting portal access, no welcome email with invite links will be sent automatically. Users must go to the login page and perform a password reset to access their portal account.