> For the complete documentation index, see [llms.txt](https://help.circlehd.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.circlehd.com/management/how-to-manage-portal-users.md).

# How to Manage Portal Users?

**1-** Click on the Portal Settings on the top right menu.

![](/files/-MO_EfU6fmUbgHIUJ5ZP)

**2-** To open **User Manager,** click on the **User Management** in the left side bar.

![](/files/-MO_F8k8ajj0tGAHQeSX)

Here you can manage portal users easily by inviting new users, assign the proper permissions, or delete their accounts permanently. 

**3-** Click on the **Invite Users** button to invite more users.

![](/files/-MO_G8N-aRl28VLwG4ov)

It opens invite users form where admin can invite users to join portal.

![](/files/-MO_IEoJhUD41S6-wL8_)

**Field 'who would you like to invite'** - Here admin can invite one user or multiple users.

**Message** - Admin adds a message which is sent with the email to the users.

**Invite as admin** - Admin can invite users as a regular user or admin.

**4-** Once admin clicks on Invite button, an email is sent to the users with the message.

![](/files/-MO_KA6NybmvH6jo-RGb)

Accepting the invitation takes user on 'set password' page. Once user sets the password, an account is created and user can always log into the account using these credentials.

Registered users are listed on the User Management Page.

**5- Export as CSV** option is available to export all the users in a csv file.

![](/files/-MO_M1VKOXIoRt4EWH5q)

**6-** Admin can filter users by their status i.e. Active, Disabled, Admin & Manager or search users by their email or name.

**7-** Admin can edit the "**Permissions**" of the users using edit button.

![](/files/-MO_NReb-6PaqZUgQMry)

![](/files/-MO_O0zOZfLxfLe6VZBs)

**8a-** Select one user or multiple users and click on the "**Delete**" button to delete the user's account. This action cannot be reverted.

![](/files/-MOep3Ax1F3lyrXafgxe)

**8b-** If you want to restrict login access of a user and you do not want to delete the user, you can select one user or multiple users and simply disable them.

![](/files/-MOepVnBFJlRrcJfXg5n)

**8c-** Disabled user(s) can be re-enabled by using Enable option.

![](/files/-MOeq7m7GjziGAGG-oy1)

![](/files/-MOeqB_tMoEjVGj21RMb)

**9-** If you want to see profile of a user, click on the "**username**" link  to open the user profile page.

![](/files/-MO_OXfK17sE7h79Vxlj)


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://help.circlehd.com/management/how-to-manage-portal-users.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.