Users and Roles Management
Learn more about adding users to your Taly Partners Portal, managing them after creation, and the roles that users can get assigned as well as the accompanying permissions.
User Management
Multiple users can be created for your team through this portal.
Click on ‘Users’ > ‘All Users’ > ‘Add New User’ > Enter the details > ‘Save User’.
An activation email will be sent to the user’s registered email to set the password.
The password reset link will be valid for 72 hours only.If the user didn't activate their email within 72 hours, the admin of the partners portal can issue them another activation email.
Click on ‘Users’ > ‘Users Roles’ to view the details about the available roles and permissions, based on which, every user created can be assigned a suitable role, to have access to certain pages and functionalities, as per requirement.
Updated 6 months ago