How to Add or Remove Team Members in Your Customer Portal

This article explains who can log in, how to give a teammate access, how to remove someone who has left, and how portal access differs from access to your website.

Who can log in

Access to your Customer Portal is tied to the contacts we have on file for your company. When we onboard you, the people you named as your primary contacts receive a login invitation. Anyone else on your team needs to be added before they can sign in.

Each person logs in with their own work email address. Please do not share one login across several people. Individual logins keep your notifications accurate and let us know who to contact about what.

How to request access for a teammate

Portal user management is handled by our team today, so adding someone takes one message:

Send us the person's name, work email, and role (owner, office manager, bookkeeper, marketing coordinator, and so on). Email your request to support@wolfpackadvising.com.
We verify the request came from an authorized contact on your account. This usually happens within one business day.
Your teammate receives an invitation email with a link to set their password and log in.

Heads up: for security, we only add users at the request of someone already authorized on the account. If your teammate emails us directly, we will confirm with you before sending an invite.

How to remove a team member

When someone leaves your company or no longer needs access, email their name and email address to support@wolfpackadvising.com and we will remove their login. Please do this promptly, especially for anyone who could see lead or billing information.

If the person leaving was your primary contact, tell us who should take over so reports, approvals, and notifications go to the right inbox.

Portal access versus website access

These are two different systems with two different access lists:

	Customer Portal	Your website (WordPress)
What it is	Your dashboard for results, leads, reports, and company settings	The admin area of your website
Who typically needs it	Owners, managers, anyone who reviews performance	Anyone who edits pages or posts blog content
How to add someone	Email support@wolfpackadvising.com	Email support@wolfpackadvising.com; we maintain an approved-users list

Adding someone to one does not add them to the other. If a new hire needs both, say so in your request and we will handle both at once.

What you can change yourself

While user management is handled by our team, your Company Settings in the portal are yours to edit any time: company information, business profile, service area, and competitors. Your specialist team is notified automatically when you save a change. See How to Update Your Company Settings & Notify Your Specialist Team.

Frequently asked questions

Can I give a teammate view-only access? Tell us what the person needs to see when you request access, and we will set it up as closely as we can.

A teammate did not receive the invitation email. Ask them to check spam or promotions folders for an email from WolfPack Advising. If it is not there after an hour, reply to your request at support@wolfpackadvising.com and we will resend it.

Can my bookkeeper have access only to billing? Let us know that is the goal when you request access, and we will set them up appropriately.

Will self-service user management be added? It is on our roadmap. When it is available, this article will be updated with the steps.

Questions?

Our team can add or remove portal users, resend invitations, or update your primary contact. Email support@wolfpackadvising.com.