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.