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  1. Log in as an Admin/internal user
  2. Open an entity record, then open the Contacts tab
  3. Select and open the contact record to have portal access
  4. Tick the Portal Access check box to enable selection of Contact Role
  5. Select a user role for the contact
  6. Enter a password for the contact
  7. Click Save button
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  1. Open an existing Entity record
  2. Navigate to Contacts tab
  3.  In the grid area, select the contact then click the Open button.Image Added
  4. Select and open the contact record to have portal access
    Image Added
  5. Tick the Portal Access check box to enable selection of Contact Role
    Image Added
  6. Select a user role for the contact
    Image Added
  7. Click Save button to save the set up
  8. This message will show after saving the contact
    Image Added