How to Create a New User

To create a new user, follow the steps below. Note that you will need to be an Account Admin to create new users.

Step 1
1.1 When in Clutch Portal, click on your brand name in the top right-hand corner.
1.2 Click on User Management.

Step 2
2.1 Click the New User button.

Step 3
3.1 Enter the necessary User Information.

Step 4
4.1 Once you turn the Portal Role toggle on, you can select which role you want the user to have.

Step 5
5.1 Once you turn the Virtual Terminal Role toggle on, you can select which role you want the user to have.

Step 6
6.1 If enabled, you will need to input your 2-Factor Authentication code. To learn more about 2-Factor Authentication, you can read the article here.
6.2 Click the Create User button.

Step 7
7.1 You will now be able to view the new user in the User Management section of Portal.

Suspended Users

It is important to note that users will be suspended if they do not log in to Portal or Virtual Terminal in 90 days. An email will be sent out to the user at 75 days letting them know that if they do not login in the next 15 days, they will be suspended.

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Updated on June 3, 2020

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