Learn the basics of managing user access to your Clym Partner Portal account
Your Partner Portal account can be managed by your entire team, or by select individuals. With unlimited user seats, you can ensure that all of your key players are fully involved in the compliance journey. Here are some common actions you can take to manage your users.
1. New User
Add a new user to your Partner Portal account.
2. Re-invite a user
In case the new user misplaces or does not receive the magic link, you can resend an email invite.
3. Deactivate/reactivate users
If a user needs temporary access to be added or removed, you can deactivate and reactivate their user account as needed.
4. Change the role of a user
Sometimes people's roles change so you can always update the permissions of a specific user.
5. Delete user
When a user no longer needs access, you can delete a user's account.
Please note, a deleted user is permanently removed from your Partner Account, and cannot be recovered.
If you encounter any challenges, please reach out to us at support@clym.io.