The Rapyd Client Portal Developer Hub

Welcome to the Rapyd Client Portal developer hub. You'll find comprehensive guides and documentation to help you start working with Rapyd Client Portal as quickly as possible, as well as support if you get stuck. Let's jump right in!

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Viewing Users

You can view a list of your company's Client Portal users on the Users & Roles page.

How to View Your Users

  1. Sign in as described in Accessing the Client Portal and navigate to My Account > Settings > Users & Roles.

The Users page appears.

  1. Modify the display by doing the following:
  • To change the column order, grab a column header and drag it to a new position.
  • To sort the list, tap Created at or Updated At. An arrow indicates the sort direction. To change the direction, tap the column header again.
  1. Other things you can do:
  • To filter the list, tap the Search field at the top. Suggested filters appear. Select a filter and type a value, or type a free text string. Then tap the magnifying glass icon.
  • To clear a filter, delete the text in the Search field and tap the magnifying glass icon.

Description of Fields

The following information is displayed for each user:

Field

Description

Created at

The date and time when the user was created. For example:
11 December, 2019, 10:58 UTC

Email Address

The user's email address.

Full Name

The user's full name.

Role

The role assigned to the user. See Roles and Tasks.

Updated At

The date and time when the user's profile was last updated.

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Note

The Client Portal stores the user's phone number, but the number does not appear on the Users page. The Client Portal sends verification codes to the phone number when the user signs in. To change the phone number, you must delete the user and create a new user.

Updated 15 days ago


What's Next

Inviting a User

Viewing Users


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