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Both the Portal Admin and the internal user can assign portal access to the contact list
To Assign Portal Access by Internal User:
  1. Log in as an Admin/internal user
  2. Open an entity record, then open the Contacts tab
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  3. Select and open the contact record to have portal access
  4. Tick the Portal Access check box to enable selection of Contact Role
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  5. Select a user role for the contact or create a new by clicking the User Role hyperlink if the field is blank
  6. Enter a password for the contact
  7. Click Save button
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To Assign Portal Access by Portal Admin:
  1. Log in as Portal Admin
  2. Open User List menu
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  3. Select and open the desired contact record to have portal access
  4. Tick the Portal Access check box to enable selection of User Role
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  5. Select a user role for the contact or create a new by clicking the User Role hyperlink while the field is blank
  6. Enter a password for the contact
  7. Click Save button
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To Assign Portal Access by Portal Admin:
  1. Log in as Portal Admin
  2. On user's menu panel, expand Purchasing/Sales then select Vendor Contact List
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  3. Select and open the contact record to have portal access
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  4. Tick the Portal Access check box to enable selection of Contact Role
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  5. Select a user role for the contact
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  6. Enter a password for the contact
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  7. Click Save button


To Assign Portal Access by Internal User:
  1. Log in as an Admin/internal user
  2. Open an entity record, then open the Contacts tab
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  3. Select and open the contact record to have portal access
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  4. Tick the Portal Access check box to enable selection of Contact Role
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  5. Select a user role for the contact
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  6. Enter a password for the contact
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  7. Click Save button
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To Assign Portal Access by Portal Admin:
  1. Log in as Portal Admin
  2. On user's menu panel, expand Purchasing/Sales then

...

  1. select Vendor Contact List
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  2. Select and open the contact record to have portal access
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  3. Tick

...

  1. the Portal Access

...

  1.  check box to enable selection

...

  1. of Contact Role
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  2. Select a user role for the contact
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  3. Enter a password for the contact
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...

  1. Click Save

...

  1.  button

 


To Assign Portal Access by Internal User:
  1. Log in as an Admin/internal user
  2. Open an entity record, then open the Contacts tab
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  3. Select and open the contact record to have portal access
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  4. Tick the Portal Access check box to enable selection of Contact Role
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  5. Select a user role for the contact
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  6. Enter a password for the contact
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  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
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  5. Tick the Portal Access check box to enable selection of Contact Role
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  6. Select a user role for the contact
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  7. Click Save button to save the set up
  8. This message will show after saving the contact
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