Manage User & Company Information
This guide outlines the actions available to all users, as well as additional tools available to administrators within the Callahan Portal.
Quick Navigation:
- Self Management
- self registration
- Password Reset
- Administrator Functions
- Organization User Management
- Update Company Information
- FAQ & Trouble Shooting
User Self Management
Creating An Account
Individual users can create their own Callahan & Peer Suite accounts in just a few steps:
- Visit: https://register.callahan.com
- Complete the registration form
What to expect next?
You soon receive an email from Callahan confirm your account. Then you'll be ready to go!
New to Peer Suite and need help getting started check out these guides:
Peer Pointer!
Admins, feel free to share this registration link with new team members! It’s a quick way for them to get started.
Learn more about about administrator privileges by jumping to this section of the guide.
Run into an issue establishing your account? Check out our FAQ and Troubleshooting section.
Reset Your Password
Having trouble logging in? You can reset your password directly from the Callahan Portal login page.
- Visit the Callahan Portal login page
- Click Forgot Your Password?
- Enter your the email address associated with your account typically your credit union or business email.
- Check your inbox for the reset link (allow up to 30 minutes)
Having trouble? Visit our FAQ & Troubleshooting section for support.
Admin Privileges
The resources in this section are only available to account administrators on your organization’s Callahan account. If you are one of your organizations administrators the Company page your Callahan portal should match the below image.
Not an admin?
- Your Account Manager or another admin at your organization can grant you admin access if needed,
- Scroll to the bottom of the Company page to view current organization admin
Manage Users
To manage your organization’s users:
- Log into the Callahan Portal
- Go to Account > My Company in the left-hand panel
- Click Manage Users
From here admins can:
✅ Register a new user
✅ Reset passwords
✅ Designate admin access
✅ Edit user information
✅ Deactivate users
Peer Pointer!
When registering a new user your After you create a temporary password, the user can update users are then encouraged to updated it through the portal.
Peer Pointer!
Want to register a full team? We recommend sharing this self-registration link to allow users to create their own accounts and set their own passwords.
The self-registration link is the the same as the URL at the top of the register a user page.
Run into an issue registering a new user? Check out our FAQ and Troubleshooting section.
Update Company Information
Admins can keep your institution’s details current using the Account Dashboard:
- Scroll to the bottom of the Callahan Portal homepage
- Update Executive and Vendor relationships
- Verify and edit team info under Account > My Company
- Need to contact someone? Your Account Manager’s info is listed here, too
Update Executive and Vendor Relationships
You can also verify Suppler and Team information through > Account > My Company as well as updating the Company's Information.
From here you can ensure your Executive and Vendor relationships are up to date in our database.
Learn how to use this information in Peer suite using our knowledgebase.
Update Company Logo - Portal
Admins can update the company’s logo by going to Account on the left and selecting My Company. From there you can browse the appropriate files that fit within the logo guidelines.
Once the appropriate image is selected click Save Profile.
You can also update your logo directly through the Peer Suite interface. To do so follow the instructions in this guide, Upload a Logo.
FAQ & Troubleshooting
Trouble with a Password Reset or establishing a new user?
- Didn’t get your reset email?
- Check spam/junk folders
- Contact your admin or Callahan Support
To ensure delivery:
Whitelist: support@callahan.com
Exclude from link protection: support@callahan.com
Peer pointer
Email Domain
Users can access our tools as long as they are registering with an Approved Email Domain. You can manage the email domains for the Company under Account > My Company; email domains can be separated by a comma.
Changes made to the portal take an overnight sync to take effect.
Need Help Additional Help?
Contact support@callahan.com or reach out to your Callahan Account Manager for any account access issues or administrative updates.