Adding Users to your Portals

How to grant users access to their group portals

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Written by Hannah Wingler
Updated over a week ago

Users can use the portal to fill out forms, view their schedule, and submit critical documents as well as requests tickets, credentials, catering, assets and equipment.

To do this, the user must be added as a contact to Lennd.

A user can be added by filling out an intake form or by being granted portal access for the group(s) they belong to.

Follow these steps to add a user to a group:

  1. Click on the specific group type.

  2. If the group has already been added to Lennd, click on "+Add Contact" under Primary Contact.

  3. Search for an existing user or click "+Create new contact" to add a new user.

  4. Add the user's name and contact information.

  5. Verify "Give login access" is checked.

  6. Click on "Save".

If the user needs access to the portal but is not a primary contact, follow these steps:

  1. Click on the specific group type.

  2. Click on the name of the group.

  3. Under the "People" section of the group's profile, select "Add Person"

  4. Add the user's name and contact information.

  5. Verify "Give login access is checked.

  6. Click "Add"

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