Manage people and portal access

Review access

1. Open Portal Access, titled People and Portal Access. Search for the person or organization and use category/status filters.
2. Open the account. Confirm the person, role, and linked business, workforce client, or employer.
3. Read account status separately from program/access status. An active login does not automatically approve program services.
4. Choose only the action required for the task, enter the decision note where requested, and wait for confirmation.

Create or maintain an account

Add portal user offers only the account types your role can create. Select the correct linked record, enter the person's details, and review the role before Create portal account. Do not create a second account to work around an access issue.

Identity edits and record relinking change who the account represents. Verify both sides before saving. Staff role changes follow hierarchy restrictions.

Understand security actions

• Unlock account applies to a Locked account. It is not the same as Reactivate account for a disabled account.
• Revoke sessions signs out existing sessions for the account. Shared demo users may all be affected.
• Disable account blocks access; review the reason and target carefully.
• Password reset and verification are different processes. A verification link is not a password-reset link.