Adding Authorized User Accounts to a Business

Overview

This article outlines the steps to add user accounts to a Business to allow other individuals the ability to log in to the Business Licensing Portal on behalf of a business.

Steps to add an Authorized User Account

  1. Login to business license portal
  2. Once logged in, select a business.
  3. Once business is selected, on the left hand side menu, choose User Accounts / Authorized Representative.

User Accounts > Add New Record.jpgSelect Add New Records and fill out the details. 
Note: The first field, it will typically tie to a licensee profile. (Search)

Add User Account Fields.jpg

  • User Accounts can be assigned as a User Administrator, which would enable them to add other User Accounts.
  • User Accounts can also be enabled, which will allow them access to the Business Licensing Portal under the the Business Account. User Accounts can also be disabled by selecting Enabled? = No.
  • Once new authorized representative is added, they can use their licensee credentials to login to the business license portal.
  • User Accounts/Authorized Reps can be managed over time.

For Agencies and Regulators: 

  • Authorized Users/User Accounts can also be created within the Workbench from the Business Profile in the authorized rep connection by adding a new record, as well and also can remove them in that connection as well. 
Business Profille Add Authorized Rep.jpg
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