Manage portal users

You can add as many users as you would like to Lively's Partner Portal from your organisation, in line with your confidentiality policies.

Add new user (admins only)

1. Navigate to 'Organisation' tab under 'More'

2. Add contact

   • Give admin access if they need to add other users and edit resources

3. Automatic email is sent to the new contact once added.

4. Contact signs in using this email address. They will be emailed a login code when they enter their email.

User permissions

• Anyone

  • Submit requests

  • Update member profiles

  • View member schedule of sessions and Helper session notes

  • View and export reports

• Admins

  • Add new users

  • Add or edit local resources