Adding users to a portal is a crucial step in ensuring that the right individuals have access to the tools, resources, and information they need. Whether it’s for a company’s internal system, a customer-facing platform, or a community-driven website, managing user access efficiently is key to maintaining security, collaboration, and seamless operation. This article will guide you through the process of adding users into a portal, covering best practices, security considerations, and tips for smooth user management. Whether you're an administrator or a system manager, understanding the importance of proper user setup will help you create a user-friendly and secure environment for all participants.

Lets navigate how we can add users to our Mortar portal.

First click the Add New Client button in the right top corner in the dashboard.

When you click the button, a pop up will appear explaining how to add the client in the next step.

Click Continue and Add the necessary details in the next page.

When you are done completing the details click Add client button.

The user is now added. Go to the added client and select my profile using the profile icon in the right top corner.

In my profile, profile section will allow you to edit the information entered.

Next go to the users section and add the users who needs to access to the particular client/brand.

Enter the details and select the role, Admin or user and save the user.

The user will be added below to the section.

Click the Send invite button and the user will receive two emails to change the password and confirm the email.

Now the user can use the given password and the email to log in to the portal.

You will receive an one time verification code to your email.

When you enter the verification code you ll get the option to change the password.

Set up a new password and log in to the portal.

Now you can enjoy thousands of possibilities using your data in our portal for surprising outcomes for your business.