How to add a Team (Staff) Member

Portia has various Account Types, each with its own unique permission settings.

See file: Permission Matrix.xlsx attached to this article to determine which account type is best suited for your Team.

Prior to creating a Portia Team account, please ensure the users’ email is already set up.

If this is not done prior, Portia’s system will receive a hard bounce from your email server and the email will be added to Portia’s Do Not Email List.

*The email will have to be removed from this list (by Portia Support) before a link can be sent to the Team Member

To add a Team Member, Click on 'Our Team' on the left Menu Bar.

You can add a new Team Member by pressing “Add New Member” button

Or you can Import Team Members via CSV file by pressing “Import Team Members”

Click on 'Add New Member'.

Fill in the screen and click 'Add'.

The Team Member will receive an email link, they can then go in and complete their profile.

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