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Create a New Portal User

This guide will show you how to create a new portal user in Connect.

 
 Click on Settings Icon
Click on Settings Icon
 Click on Portal Users
Click on Portal Users
 Click on New Portal User
Click on New Portal User
 Type First Name
Type First Name
 Type Last Name
Type Last Name
 
For Login ID if using UPN for SSO input the UPN if not then input email
For Login ID if using UPN for SSO input the UPN if not then input email
 Input your email EG "john.doe@demo.com"
Input your email EG "john.doe@demo.com"
 If using MFA input phone number with Country Code EG +61456777777. If not you may leave this field blank.
If using MFA input phone number with Country Code EG +61456777777. If not you may leave this field blank.
 If this user will be using the 'Ordering Module' then select the relevant Shop' from the dropdown. If left blank then all Shops will be accessible for ordering.
If this user will be using the 'Ordering Module' then select the relevant Shop' from the dropdown. If left blank then all Shops will be accessible for ordering.
 If using SSO tick the box "Do NOT send "set password" email. If NOT using SSO leave unticked so an email is generated to set password.
If using SSO tick the box "Do NOT send "set password" email. If NOT using SSO leave unticked so an email is generated to set password.
 To set access permissions for the user you can choose from one of the 5 preset permissions available.
EG:  'Ordering Access Only'
For Platform Access Permissions you can select one of the Presets available. EG: Click on Ordering Access Only
 You can then alter any granular permissions you require.
EG: changing user from 'No Access or ' Read Access' to 'Full Access'.
You can then alter any granular permissions you require EG: changing user to full access.
 For Cost Centre access select 'All Access' for the user to see all data in the platform . OR select 'Specific Access' for the user to see restricted data based on Cost Centre(s) selected.
For Cost Centre access select All Access for the user to see all data in the platform . OR select Specific Access for the user to see restricted data based on Cost Centre(s) selected.
 For specific access Add a Cost Centre via the dropdown EG: Click on Corporate Business
For specific access Add a Cost Centre via the dropdown EG: Click on Corporate Business
 If the user is a Cost Centre Approver for the selected Cost Centre(s) toggle the approval switch.
If the user is a Cost Centre Approver for the selected Cost Centre(s) toggle the approval switch.
 *OPTIONAL* If a custom landing page is required add the page you require the user to land on in this format https://portal.bluewatercontrol.com/Paste this part (after the “.com” & include the “/”)
*OPTIONAL* If a custom landing page is required add the page you require the user to land on in this format https://portal.bluewatercontrol.com/Paste this part (after the “.com” & include the “/”)
 If you have Monthly Batch Reports enabled & you do not want this user to receive certain reports, you can select the reports to be restricted.
If you have Monthly Batch Reports enabled & you do not want this user to receive specific reports you can select the reports to be restricted.
 Click on Create. If SSO is not being used an email will be sent to the user to set their password and login for the first time. If SSO is enabled then use this link for the user to login https://portal.bluewatercontrol.com/
Click on Create. If SSO is not being used an email will be sent to the user to set their password and login for the first time. If SSO is enabled then use this link for the user to login https://portal.bluewatercontrol.com/