Second User

In the menu at the top right corner, select Welcome and then Settings.

Scroll down the Settings page and click on the Users & Access Rights option.

To add another user, simply click on the plus (+) icon located on the right side of the Users section.

On the following page, provide the login credentials and contact information for the new user. When you are ready, click Continue.

On the next page, select the access rights you wish to grant to the new user. Take a moment to carefully review and choose the appropriate access rights. Once you have made your selection, confirm it by clicking on the Continue button.

Once the access rights have been granted, a summary of your chosen access rights will be displayed. Review the summary and confirm your selection by clicking on the Continue button.

Subsequently, a confirmation code will be sent to the email address associated with your account. You will be required to enter this code in the Confirmation Number field and proceed with the confirmation.

On the final page, you will see a confirmation that your request has been submitted.

Finally, you need to electronically sign the Proof of Trader Authority document, which can be found in the notifications. You can view the notifications by clicking on the bell icon located at the top right corner.

When you click on the Proof of Trader Authority item, you will see a list of Pending Items where you need to click the View button next to the Proof of Trader Authority item.
Confirm the document with an electronic signature by entering your first and last name (without accents). Click the I Agree button to complete.

The new user must then log in with their recently created credentials to Client Portal, where they will be prompted to change their password, confirm their email address and other details.