By default, a portal user is assigned to the portal in which the user was created. You can also assign a portal user to additional portals, if needed. Once you have saved the information for a new user, a Welcome email with instructions for accessing and logging into the portal is sent to the user.
To add a portal user, do the following:
Click or tap Client Users on the banner bar.
Click or tap Add New User.
Enter information about the user on the User Profile tab.
Keep the Grant Access check box selected to allow the user to access the portal once you save this page. Clear the check box if you do not want to give access immediately.
If needed, enter a date in the Access Expiration box when this user's access to the portal should expire.
Select the My Files Access check box to grant portal users access to the My Files area. Clear the check box to revoke access to the My Files area.