Approve a New User Account

If you have the Site Administrator role (see Account Roles), you can approve new Customer Portal accounts for users in your site.

Important: If you do not recognise the name and email address of the new user, double-check their identity via another method before activating their account!

New site user process:

1. The new user signs up for the Customer Portal.

   Note: They must use an email address with a domain that is already associated with your site. If not, contact Datamine to register the email address and associate it with your site first.

2. As the Site Administrator, you will receive an email notification. When you log into the Customer Portal, the Notifications icon next to your name in the top-right corner will also have a coloured dot.
3. To respond via a notification:
   1. Click the Notifications icon.

      A list of users that you can approve displays.

   2. Click the here link for the user.

      Your site settings display with a list of users.

   3. To limit the list of users, enter all or part of a NAME or EMAIL address and click Apply filters.
   4. Click the ellipsis (...) for the user's account and select Activate Account from the menu.
4. The new user can log in using their specified email address. They will set their own password during login.