New User Flow

This page describes the steps required to add new users to the Blinds Portal. Follow these steps in order to enable new hires to access the portal.

Installers and Admins

1. Instruct your new hire to navigate to your personal Blinds Portal instance url. It is usually something like xyz.blindsportal.com
2. New Installers or Admins will sign up for a new account by clicking the “Sign Up” button.
3. They must then fill out the form with accurate information.
4. That User will then be sent an email confirmation to confirm they actually own the email they signed up with.
5. When the User clicks the confirmation link, their Account will be marked as PENDING in the Portal.
6. An Admin user will need to select the new User on the Users page to see their detailed Account page.
7. From the Account page, the Admin will need to change the User's status to ACTIVE and click either the Installer role or the Admin role (you can use both if the new user is both an Admin and an Installer)
8. The new User will get an email notification that their account has been approved and they can now log in and start using the Portal.