Sometimes, you may want to invite or pre‑add users to your portal yourself instead of letting them sign up. This can be useful when you want to limit access to the portal and disable sign‑up entirely, or simply allow users to skip the sign‑up process and log in right away.
ℹ️️ Before you begin:
This guide covers how to add new users to an existing User Directory connected to your portal.
If you haven’t yet created your portal or set up a User Directory, start with our A-to-Z guide on how to create a portal and manage users' access.
Step 1: Open your User directory
Inside your portal, jump to User Directory at the top right. This opens a page with your User Directory table containing all registered users:
Step 2: Create a new user
Click +New at the top right of the table to create a new record:
Fill in the required fields: Name, Email, and Role (if you’re using user roles),
Set the user's status to Active if you'd like them to be able to log in right away:
⚠️ Make sure the email address is valid, as it will be used for logging in, resetting the password if needed, and receiving OTP codes (if applicable).
Step 3: Manage or update users anytime later
At any point, you can edit users’ details directly from your User Directory table.
Click to expand a user’s record, adjust any field (from name or email to role or status), and click Save in the bottom‑right corner:
⚠️ At this time, there's no option to delete a user from the User Directory, but you can always change their status to Inactive to revoke portal access.
How do manually-added users log in
Once added, users can log in in two ways:
With a one‑time password (OTP):
They can request and receive a one-time code by email if OTP is enabled in your portal.
By resetting their password:
On the login page, they can click Forgot password and create a new password before their first login.
This ensures every manually added user can securely access the portal.
ℹ️ For more details on how to enable OTP logins or adjust other authentication options, check the guide on letting users sign up and log in to your portal.
Bottom line
Manually adding users gives you full control over who joins your portal. Combine this with restricted page access or role‑based permissions for a highly secure, tailored environment.
💡 If you'd like to add users to your User Directory in bulk, check the guide on importing users into your portal’s User Directory.