A. Adding a new user-
If you are in the Administrator user group on the Contractor portal, and wish to add a new user to your user list, its fairly simple to do so.
1. Click on SETUP tab on top and select Users from the drop-down as shown below-
2. Please fill in the fields as needed, and tick the necessary groups. Also make sure to tick the 'Send email invitation to user:' tickbox as shown below, so that the newly added user gets an invite email to login once you have completed adding them.
Once all is done, click OK to save.
And its done! You should now see your newly added user on the user list by clicking on SETUP tab on top, and clicking back on USERS from the drop-down as shown below.
B. Removing a User-
To remove a User, click on SETUP/Users. The user list comes up, please click on the SELECT ACTION button for the user you wish to remove from the list, and click on 'Remove User' - the last option on the drop-down.
Now below are the two scenarios to be considered here-
i. In case the user to be removed is an Admin user:-
If the user to be removed is in the Administrators user group, a pop up window looking like below should come up when you click on SELECT ACTION /Remove User, asking for a mandatory replacement user.
If you wish to bypass providing a replacement user, then first remove them from ADMINISTRATORS user group, and then proceed to remove them.
You can remove the given user from the Admin group by clicking back on SETUP/Users, clicking again on SELECT ACTION and selecting 'Groups' from the drop-down as shown below-
Doing the above will bring up the below window. Untick the 'Administrators' user group as shown below, and click OK to save.
ii. In case its a Non-admin user-
When you click on SELECT ACTION/Remove User for a user who is NOT in the admin user group, you should see the below window. Tick the 'Has no replacement user' tickbox and click OK to complete the removal process for this user.
Once the above is done, you will no longer see this user appear on the SETUP/User list.