Client Users

This section of the Customer Portal is where you can manage all authenticated client users who have access to your Olive instance.

Search for a User

On the Client Users page, you’ll see a table of all users associated with your client account. You can use the Search Users bar at the top to find users by their first name, last name, or email address.

The table displays the following information:

• Picture (if uploaded)

• First Name

• Last Name

• Email

• Logins: Total number of logins

• Latest Login: Most recent login date

Add a New User

To add a new client user:

1. Click the + Add User button in the top-right corner of the Client Users page.

2. Fill in the required fields such as first name, last name, and email address.

3. Assign a Role

   • • Client - Administrator: Admin access

     • Client - Viewer: Read-only access

4. Click Save to create the user.

Edit an Existing User

To edit a user:

1. Click the three-dot menu next to the user’s name and select Edit.

2. Update user information, such as:

   • Name or email

   • Assigned Clients and Corporates

   • User roles

3. Click Save to apply your changes.

You can also view the user’s Login Count and Last Login date at the top of the Edit User screen.

Reset a User’s Password

From the Edit User page, scroll to the Danger Zone section at the bottom.

• Click the Reset button to send a password reset link to the user’s email.