Setting Up Users within RevCascade Portal
The Account Admin “user” can setup a new user(s) within RevCascade’s Portal. All other users will not see the Create User button.
Step 1: Select the Teammates button on the left-hand side of the page
Step 2: Click Create User at the top right-hand corner of the page
Step 3: Enter the Basic Info for the desired New User
- Email Address
- First Name
- Last Name
- Title (optional)
- Phone (optional)
Step 4: Once the New User’s information has been added, click the Create User button
The new user will receive an email asking them to set their password.