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Managing Users in the PALIDIN Portal
Managing Users in the PALIDIN Portal

A guide on how to add, edit, and manage users in the portal

Allie Roberts avatar
Written by Allie Roberts
Updated over a month ago

Note: to update users in the portal you must have the correct permission role (all roles except for "User" and "Billing Admin" can edit users. Click here to view all roles and permissions

Adding Users to the Portal

  • Click the gear icon on top right

  • Go to the Users tab

  • Click the Invite Users button on the far right

  • ​Enter the user's details and click Invite User. This will send them an email with login instructions.

Editing Users in the Portal:

  • Click the gear icon on top right

  • Go to the Users tab

  • Click on the user you wish to edit

  • The Update User form will pop-up

  • Make your changes and click Update User

Resetting a User's MFA & Password

  • Navigate to the user's profile by clicking the gear icon > Users > [User's Profile].

  • Select either "Reset Password," "Reset MFA," or both.

  • Click "Update User."

  • For a password reset: The user will receive an email with instructions to reset their password.

  • For an MFA reset: The user will be prompted to set up their MFA again when they log in.

Marking Users as Deactivated:

  • Navigate to the users by clicking the gear icon > Users

  • On the far-right side of the user line, toggle off the status

To view all users (active and deactivated), select the "All Users" view on the top right

If you have questions, please contact support by:

Calling 800.883.8822

Monday-Friday, 7AM - 5PM PST

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