Overview

New Portal accounts can only be created by users with Admin permissions, and this process is completed in the web-based Portal (not the Dusty App). Admins can add new users by accessing their organization’s settings and sending an invitation.

Who Can Create New Portal Users

• ✅ Admins only
• ❌ Editors cannot create or manage users

The primary difference between Admin and Editor roles is that Admins can create and manage Portal users.

How to Create a New Portal Account (Web Portal)

1. Open a web browser and log into Portal
2. On the organization selection screen, do not select the organization yet
3. Select the Settings (gear icon)
4. In the settings menu, select + Org User
5. Enter the required information:
   • Email address
   • First name
   • Last name
   • Role
     • Editor – standard access
     • Admin – can create and manage users
6. (Optional) Enter additional information:
   • Job title
   • Phone number
7. Save the new user

Invitation & Account Setup

• The new user will receive an email invitation to set up their account
• The invitation link expires after a set period of time
• The user must complete account setup before the link expires

Resending an Expired Invitation

If the invitation link expires before the user completes setup:

1. Log in to the web-based Portal as an Admin
2. Navigate to your organization
3. Open the user’s profile
4. Select Resend Invitation
5. The user will receive a new invitation email with a fresh setup link

Best Practices

• Assign Admin roles sparingly
• Use Editor roles for most team members
• Verify email addresses before saving
• Encourage new users to accept invitations promptly
• Resend invitations quickly if setup is delayed

Common Issues

• “+ Org User” option not visible
  • You are not logged in as an Admin
• User did not receive the invite
  • Check spam or junk folders
  • Confirm the email address was entered correctly
• Invite link expired
  • Resend the invitation from the user’s profile