Mail Admin (Client Portal)For: Organisation administrators4 min readUpdated 2026-10-10

Add portal admins and choose their roles

Give colleagues portal access as Admin, Helpdesk or Read-only.

Open Portal admins

Choose Organisation, then Portal admins. Only Admins can add people.

Enter the e-mail address, choose the role (the help line under the form explains it) and select Add.

A temporary password is shown once. Give it to the person. At first sign-in they must choose a new password and set up two-factor.

Use the role drop-down to change a role, Reset password for a locked-out person, Disable to stop access, or ✕ to remove.

A table of what each portal role can and cannot do.

Your first sign-in has two required steps: choose a new password, then set up a six-digit code.

Tell us what you were trying to do and what you saw on screen. We will help you finish it.