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- Log in as an Admin/internal user
- Open an entity record
- Click the General tab
- On the General tab's Web Portal panel, check the Enable check box to enable the selection for portal admin
- Select a Portal Admin from the drop down
- 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. - Select a Portal Role
- Click the Save button.
- Go to Contacts tab and select the assigned portal admin.Image Added
- Open the record and check on the User Role field. It should be labeled as Portal Admin.
- Login the new portal admin
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