How to add or edit team members in your Client Portal

    November 6, 2019

    How Nexcess clients can add, edit, and delete members to their account through the Client Portal.

    What you need

    • Your Client Portal username and password. These were originally provided in your Welcome Email, though you may have since changed them. If you cannot locate this information, click Forget Password? on your Client Portal login menu or contact our 24/7 support team.

    • The email address of the user to be added.

    Adding team members

    1. Log into your Client Portal.

    2. From the <Your Name>  list on the upper right, select Team.

    1. On the Manage Teams page, click Add a Member.

    1. In the Add User panel, enter that person's Email Address, then specify one or more teams for that user. You can edit these team assignments at any time as shown in How to configure teams in the Client Portal.

      ATTENTION: Add the Superuser role with care. This role grants access to sensitive areas of your account.

    2. This person will receive an email with a link to a form that will create their login credentials. Once supplied, their account will become active. 

    Editing or deleting team members

    1. Log into your Client Portal.

    2. From the <Your Name>  list on the upper right, select Team.

    3. To edit or delete a team member, click the edit or delete icon, as desired. Click Save or DELETE to confirm, as appropriate.

      ATTENTION: Your Client Portal will prevent any change that removes the last Superuser on the account.



    For 24-hour assistance any day of the year, contact our support team by email or through your Client Portal.

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