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Adding/Editing Portal Users

  • updated 8 mths ago

To view your authorized portal users and make changes, navigate to the Users page from your Portal Options dropdown menu.

ADD A USER

Enter the email address and click the orange Verify Email button. If there is already a MyKotis account associated with that email address,  their email will be added to the Users list and a green "User has been successfully added" message will appear.

  

If a user does not yet have a MyKotis account, enter the users email and full name.  Click "Add user".   After the user is added they will need to go through the "Forgot Password" steps to choose their own password.  This ensures the clients password is protected.

  

REMOVE A USER

Click the trash can icon next to the user you want to delete. A green "User was successfully removed" message will display at the top of the page.

 

 

ADMIN PERMISSIONS

If you need to assign or remove admin permissions for existing portal users, please contact your Account Manager with the user's email address and the requested update.

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