Users

In this section you can create ClearView Portal users and assign user roles.

Add New User to ClearView Portal 

To create a new user account in the CV Portal and assign specific roles, please follow these steps:

Step 1: Go to the navigation bar and select “Users.” You can add a new user for ClearView Portal by clicking on β€œAdministrated” or β€œAll users” since both tabs have this functionality. 

Step 2: In the upper right corner, click the plus icon (+).

Step 3: Fill in the required information for the “Create User” window. 

Step 4: Provide the Required Information -Active email addressβ€―-First name and Last Name. The β€œCustomers” section will be auto populated with the ClientΒ΄s name. 

Step 5: Assign a specific role If the user you are adding will have an administrator role, please choose the corresponding role from the options provided as shown below: 

Step 6: After filling in the required fields and selecting the appropriate role, click the “Create” button. This action will successfully add the new user to the list.