All Collections
Adviser Portal
FAQs
How to add or remove users from your team on the Intello Adviser Portal
How to add or remove users from your team on the Intello Adviser Portal

If you are an administrator user of the Intello Adviser Portal you can easily add / invite or remove new team members under Settings.

Intello Robot avatar
Written by Intello Robot
Updated over a week ago

You can manage your team via the Intello Adviser Portal under Settings > Users.

Please note that the Settings menu is only visible for Administrator users.

If you are NOT an administrator user, you will need to contact us to either set up the user on your behalf, or we can grant you administrator rights to enable you to manage other users.

By default the first user we invite to the Intello Adviser Portal is set up as an administrator.

Adding an New User

To add a new user to your team, under Settings > Users click 'Add' on the top right corner and the New User dialogue will appear:

Enter the following details:

  • Email

  • First & Last Names

  • Position (please select whatever is the closest description)

  • Phone number (business or mobile)

  • Upload a photo by clicking on the avatar (blank face)

Although adding a photo is optional, we highly recommend it as it helps the humans at Intello connect with the humans on your team - we can put a face to the name!

It's also possible for the individual users once invited to edit their own details and add their own photos under the Profile menu:

The invited user will receive an email invite with instructions on logging in for the first time and creating a password.

Removing a User

The process to remove a user is very similar and it must be done by an administrator user from your organisation.

Under Settings > Users click on the user from your team you would like to remove and simply click the 'Remove' button on the bottom left:

Before removing an existing user, we recommend that any open Tasks assigned to that user are re-assigned to another user within your team to ensure they are not overlooked.

If the user you are removing has a significant number of Tasks, it may be easier to Intello to re-assign the Tasks in bulk.  Please contact us if this is the case.

Please also note that removing a user from our portal does not mean that the user gets automatically removed from their adviser access of Class if they had a separate login.  You will need to email admin@intello.com.au and request the person is removed if they had Class Adviser Access.

Did this answer your question?