Adding Admin Users

You can add users with administrator privileges to a pending customer. After the customer is onboarded, these users can log in to the customer portal.

If you add your Microsoft 365 account, which you use to log in to the portal, to a pending customer, you will be able to work in the customer portal on behalf of the customer. For details, see Switching to Customer Portal.

To add an admin user, do the following:

1. Select Customers on the left.
2. In the Actions column, click the Add admin button next to the pending customer for which you want to add an admin user.
3. In the New customer admin user window, specify a Microsoft 365 email address, the first name and last name of the user.
4. Click Save.