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  1. Log in as an Admin/internal user
  2. Open an entity record, then click the General tab
  3. On the General tab's Web Portal panel, click the Portal Role hyperlink

  4. To modify the role, select/deselect the menus that should be included in the role
    **Note that if there are other portal users assigned to this role, their menus/permissions will also change
  5. Click the Save button

 

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NOTE: Menus available for the Portal Admin can be configure in the Portal Default in Company Configuration.
  1. Log in as an Admin/internal user
  2. Open an entity record, then click the General tab
  3. On the General tab's Web Portal panel, click the User Role button
  4. When a Portal Admin is created, the User Role will also be created based on the Entity types
  5. To modify the role, select/deselect the menus that should be included in the role
  6. Click the Save button

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