🧭 Where to Start
Click your profile icon in the top right of the Portal
Select User Management from the dropdown
This opens the User Management dashboard for your company.
➕ Add a New User
Click “Add user” or “Add multiple users”
Fill in:
First Name
Last Name
Email Address
Select one or more Portal User Roles (at least one is required)
Click Role Description Details in the modal for a full list and definitions. You can also refer here.
💡 Tips
You can add multiple users at once using the “Add multiple users” option
Only users with the Company Admin, Business Admin or IT Admin role can invite others
If you’re not seeing expected roles, contact Cofinity-X Support
✅ What Happens Next?
Each invited user will receive:
A Portal invitation email with a one-time password
A prompt to set their own password and log in
Once logged in, they’ll see the Cofinity-X dashboard based on their assigned role.