Creating Accounts in the Uplevel Portal

Add Admin or Tech accounts to your Uplevel Portal organisation from the Profile › Settings › Other Accounts tab.

Account types

The Portal supports two account roles. Both are managed from Profile › Settings › Other Accounts.

  • Admin — can create new accounts.
  • Tech — cannot create new accounts.

Use Tech accounts for staff who need day-to-day access but shouldn’t be provisioning new users; reserve Admin for the people who do.

Creating an account

  1. Click your Profile icon (top-right of the Portal).
  2. Choose Settings.
  3. Open the Other Accounts tab.
  4. Click Add and fill in the new account details, including the role.

Other Accounts tab in the Portal

New-account dialog

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