Approve a New User Account

If you have Site Administrator permissions, 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.

   As the Site Administrator, you will receive an email notification.

2. Log into the Customer Portal as a Site Administrator. See Account Roles and Account Types.

   The Notifications icon next to your name in the top-right corner will 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.

4. To respond via your site settings page, click your name in the top-right corner of the Customer Portal and select Site Settings from the menu.

   The Users tab displays by default.

5. To limit the list of users, enter all or part of a NAME or EMAIL address and click Apply filters.
6. Click the ellipsis (...) for the user's account and select Activate Account from the menu.
7. The new user can log in using their specified email address.