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  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.

    Note: If Change Password is cancelled, portal access will be removed.
  7. Select a Portal Role
  8. Click the Save button.
  9. Go to Contacts tab and select the assigned portal admin.Image Removed
  10. Open the record and check on the User Role field. It should be labeled as Portal Admin.

             Image Added


        11. Login to the

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system using the newly created 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 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.

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

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