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Add New Users

Reset User Password

Introduction

This page provides instructions on how to Create and Reset Passwords for Agent Users in PortfolioCloud

Creating a New Agent Login

Click on Settings > Agents

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The click on the Agent Name link to navigate to the Agent Level Settings

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Click on the New Agent Login button to create a new Agent User

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Enter the details for the new user.

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Note: ‘Given Name’, ‘Family Name’, ‘Primary Phone’ and ‘Email Address’ are required fields

Click Create Agent Login button to create the Agent User

Agent User will be created in the Agent Login section

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Reset Password

To create or reset a user password, click the Reset Password button on the user row

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Then click OK to confirm sending a password reset email to the user

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An email will then be sent to the user to reset their password.

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To reset their password, the user must click the click here link in the email.

User will then be redirected to a page to enter and confirm their password

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After successfully setting or changing their password, the user can click the Back to PortfolioCloud button to log in.

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Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.