Managing users in the Depositor Portal

Depositor users with the User Manager permission can manage who has access to their Depositor Portal without needing to contact their institution. User Managers will see two tabs on their account page: User Invitations (showing outstanding invitations) and Users (showing active users).

Inviting a user

User InvitationsInvite UserSubmit

Open the User Invitations tab and click Invite User. Enter the user's email address and select their access level: Read-Only or Full Access. Optionally, grant them the User Manager permission as well. Click Submit, then confirm, and they will receive an email invitation to create their account, and will appear in the Users tab once they accept.

Managing invitations

User Invitations

From the User Invitations tab, User Managers can resend an invitation, copy its invite link to share directly, or revoke it.

Managing users

Users

From the Users tab, User Managers can change a user's access level or User Manager permission, disable or re-enable their account, and send them a password reset email.