Add or remove an association between portal users and an organisation

Learn the steps for associating portal users with your organization and how to remove association between a portal user and your organization.

How to add users to your organisation

1. Sign in

Sign in to the EPA portal.

EPA permission administrators portal sign in

2. Navigate the My organisation menu

Select the My organisation menu and then select the Users (permissions) item.

Navigate the My organisation menu

3. Start the Add user process

On the Permissions - Manage Users page, select the Add user button.

Start the add user process

4. Enter an email address

On the Add to organisation – Select Portal user page, navigate to the Email field.

Type the email address of the Portal user you wish to add to your organisation and select Next.

Tip: The Portal user you wish to add must not be currently associated with a different organisation.

Enter an email address

5. Verify the outcome message

On the Add to organisation – Outcome page, check the outcome of the process. Select Close to return to the Permissions - Manage users page.

Verify the outcome message

6. Verify the user list

Back on the Permissions – Manage users page, check that the newly added Portal user is visible on the list.

Verify the user list

How to remove users from your organisation

1. Sign in

Sign in to the EPA portal.

EPA permission administrators portal sign in

2. Navigate the My organisation menu

Select the My organisation menu and then select the Users (permissions) item.

Navigate the My organisation menu

3. Start the removal process

On the Permissions - Manage Users page, locate the user you wish to remove from your organisation.

Select the small arrow to the right of the user’s email address, and select Remove User.

Start the removal process

4. Continue the removal process

Select Next to progress the removal process.

Remove Portal user from the organisation

5. Review user’s in-progress applications

The user you wish to remove may be the primary contact from some in-progress applications and requests.

If so, the Remove Portal user from organisation page will display a list of the user’s in-progress submissions.

Select the magnifying glass to select a Portal user in your organisation who will take control as primary contact for the listed submissions.

Remove Portal user from organisation

6. Select a new primary contact

Type the name of one of your organisation’s Portal users into the search box and then click the magnifying glass at the top right of the pop up menu.

Select a Portal user in the list by clicking the circle to the left of their first name.

Click Select to continue.

Select a new primary contact

7. Confirm the selected new primary contact

Back on the Remove Portal user from organisation page, confirm the New primary contact is correct, and then select Next.

Tip: The primary contact for the listed applications and requests will be changed to the Portal user in the New primary contact field.

Confirm the selected new primary contact

8. Complete the removal process

Back on the Remove Portal user from organisation page, confirm the New primary contact is correct.

Select Close to return to the Permissions – Manage users page.

Complete the removal process

9. Verify the Portal user has been removed

Back on the Permissions – Manage users page, check the list of Portal users to confirm the user has been removed from your organisation.

Verify the Portal user has been removed

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