Adding/Editing/Deleting Users

To give someone else access to your 3plains Portal follow these steps:

Add User

1. Go to Account > Users or click your name in the top right corner and click Users
2. Click the "Add User" orange button
3. Fill in the required fields for the new user:
   1. First Name
   2. Last Name
   3. Email
   4. Password (twice)
   5. Security Pin
   6. Company Title/Role
4. Select the access you want them to have
   1. Will Receive Billing Emails: Click Yes or No
   2. Will Receive Emails When Support Tickets: Yes/No
   3. Give Website Access: Yes/No
5. Click the Save Button

Delete User

1. Go to Account > Users or click your name in the top right corner and click Users
2. Click on the red delete button next to the user
3. You will get a warning message to make sure you want to delete

The user will have no access to the account you just removed them from.

Last Updated: 2024-03-21