After successfully registering user and company in the bizBox portal, you can link additional users to your bussines entity.
Only a user with the Administrator role for the selected company can perform this action.
Important: The user account must already be registered in the bizBox portal. If not, the user must complete the registration process first.
- 1. Log in to the bizBox portal
- 2. Select a Company
- 3. Add a User
- 4. Confirm the Link
- 5. Assign Roles to the User
Steps:
1. Log in to the bizBox portal
Use your username and password to sign in. After logging in, select Companies Administration from the left-hand menu.
2. Select a Company
A list of companies you are authorized for will appear.
- If you're authorized for only one company, you'll be redirected to its details automatically.
- Otherwise, locate the target company and click the pencil icon to open its details.
3. Add a User
In the company details view, click Link Username.
A pop-up window will appear. Enter:
- Username: The existing bizBox user you wish to add
- Location: Select from dropdown (default is .HQ)
- Role: Choose the user role (e.g., representative, user, accountant)
4. Confirm the Link
Click Confirm to complete thee user-to-company link. The user will now have access to the company according to the chosen role and location.
5. Assign Roles to the User
After linking, you'll be redirected to a screen where you must assign roles.
- Select one or more roles from the Available Roles column
- Click Add to move them to Selected Roles
- You can remove a role by selecting it and clicking Remove
Note: At least one role must be assigned, or the user will not be able to access any functionality in the portal.
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