How to Add a User to a Company

Users can be assigned to existing Constellation Client Portal companies within a user’s profile in the WordPress Admin dashboard, as follows.

Assign a User to a Company

1. Open the user’s profile – WordPress Admin -> Users -> Specific User Profile.
2. Locate the Constellation Client Information section.
3. Select a company in the Company select field to assign the user to that company.
4. Select an appropriate status (example: Active) in the Client Status field.
5. Click the Update Profile button to save the changes.

Note: Users can also be set as the primary user within a Company (WordPress Admin -> Client Portal Pro -> Companies -> Specific Company -> Company Primary User).

At this point the user will be able to access client pages, client files, and client invoices that are assigned to the respective company.