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Pre-requisite: There should be an email address before you can assign a Portal Admin:
Here are the steps on how to assign a Portal Admin:
  1. Log in as an Admin/internal user
  2. Open an entity record
  3. Click the General tab
  4. On the General tab's Web Portal panel, check the Enable check box to enable the selection for portal admin
  5. Select a Portal Admin from the drop down
  6. After selecting a portal admin, a change of password will be required. Enter the New Password and Confirm Password.
    Image Added
    Note: If Change Password is cancelled, portal access will be removed.
  7. Select a Portal Role
  8. Click the Save button.
  9. Login the new portal admin

 

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Pre-requisite: The following fields must be filled in before you can assign a Portal Admin:
  • Email
  • Timezone
  • Approval List (if the entity is vendor)
Here are the steps on how to assign a Portal Admin:
  1. Log in as an Admin/internal user
  2. Open an entity record
  3. Click

...

  1. the General tab
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  2. On

...

  1. the General tab'

...

  1. s Web Portal

...

  1.  panel, check

...

  1. the Enable check box to enable the selection for portal admin
    Image Modified
  2. Select a Portal Admin from the drop down
    Image Modified
  3. After selecting a portal admin, a change of password will be required. Enter the New Password and Confirm Password.
    Image Modified
    Note: If Change Password is cancelled, portal access will be removed.
  4. Click the Save

...

  1.  button.

...

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title16.1
Here are the steps on how to assign a Portal Admin:
  1. Log in as an Admin/internal user
  2. Open an entity record
  3. On the Entity tab's User Portal panel, check the Portal Access check box to enable the selection for portal admin
  4. Select a Portal Admin from the drop down
  5. After selecting a portal admin, a change of password will be required. Enter the New Password and Confirm Password.

    Note: If Change Password is cancelled, portal access will be removed.
  6. Click the Save button.

...