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How to Manage Users from the Collate Support Portal

Collate provides an intuitive Support Portal where admins can manage organization members, assign roles, and control access levels.

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Applies To

All Collate customers.

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Managing Users

You must have an Admin role to manage members.

1. Log in to the Support Portal at https://portal.usepylon.com/get-collate/login.
2. To add a new member:
   • Click on Members.
   • Click Add Members to invite new users.

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Explanation of Roles

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Admins

• Can view and manage all tickets across the organization.
• Can change teammates’ roles.
• Can invite additional users to the portal.
• Can revoke or restore any user’s access at any time.

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Members

• Can only view and manage their own tickets.
• Cannot view coworkers’ tickets.
• Cannot change roles or invite teammates.

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No Access

• Cannot log in to the portal.
• Cannot view or manage any tickets.