Managing portal users
Modified 8 months ago
Akaash Amalraj
Portal Admins can activate, deactivate, and delete portal users. They can also resend verification emails to unverified users and send reset password emails when necessary. The User Management table offers a way to modify multiple portal users simultaneously. For further details on defining roles within an application, refer to the Apps documentation.
Adding users manually
- Navigate to Portal administration > Portal users.
- Click Add a user.
- A dialogue box will appear where:
- Both the First name and Email address are required.
- There's an option to send or skip an email invite to the new user.
- Click Add to finalize the user addition.
Inviting users
When you invite someone to join your portal, an invitation email is sent to the specified address. If the invitee accepts and there are available user licenses, they'll be automatically activated. Alternatively, you can manually activate them by selecting the user checkbox and clicking Activate. Activation of multiple users simultaneously is possible if adequate licenses are available. The user count is automatically updated in the Active Users tile. If there's a shortage of licenses, the invited user will remain inactive and unable to sign in to the portal.
Resend verification email
To resend a verification email, select the user checkbox next to their first name and click Resend verification email. Users who are already verified, or those who are deactivated, won't get an email. Post the operation, a summary will show details about who got the email and who didn’t, with reasons.
Resetting a password
To initiate a password reset, select the user checkbox and click Reset password. The user will get an email containing a reset link, valid for 24 hours. Until resetting the password, they can't sign in. Some users who won't get this email include:
- Unverified users.
- Inactive users.
- Users from portals where Sign in with Kissflow is turned off.
Managing portal users
To manage attributes of portal users:
- Visit Portal administration > User management.
- Click the user to make direct edits. Adjustments are saved automatically. If an email is updated, the user must verify the new address before accessing the portal again.
- Click Resend verification email if needed.
Deactivating and activating users
To deactivate any user, select the user checkbox and click Deactivate. Once deactivated, the count under Inactive users tile updates itself. Inactive users can sign in once their account is activated again by a Portal Admin. To reactivate, select the user and click Activate. The user count is automatically updated in the Active users' tile. If you're out of licenses, contact support to buy more licenses.
Deleting users
When you delete portal users, they are removed from your account, and all their data is lost. To delete a portal user,
- Select the portal user checkbox.
- Click Delete users.
- Upon deletion, all user-related data is lost, and the user count gets updated.
