Add or remove a user (Contractor portal)

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. Go to 'Users & Groups' tab from left side panel and select Users -

2. Click on Add User tab as shown below. Please fill in the required fields (star marked fields are mandatory), 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 Users & Groups / Users.

B. Removing a User-

To remove a User, go to user list under Users & Groups / Users. Locate the user you wish to remove on the list and click on Actions button on far right, and select 'Remove User' from the menu.

i. In case the user to be removed is an Administrator 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 Actions / Remove User, asking for a mandatory replacement user.

If you wish to bypass providing a replacement user, then first remove the user from ADMINISTRATORS user group, and then proceed to remove them.

You can remove the given user from the Admin group by clicking back on User Data / Users, clicking again on Actions button 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 the user to be removed is NOT an Administrator user-

When you click on Actions Button / 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.