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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
    Image Added
  4. When a Portal Admin is created, the User Role will also be created based on the Entity types
    Image Added
  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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title16.1
  1. Log in as an Admin/internal user
  2. Open an entity record, then click the  User Role button on the User Portal panel
    Image Modified
  3. When a Portal Admin is created, the User Role will also be created based on the Entity types
    Image Modified
  4. To modify the role, select/deselect the menus that should be included in the role:
    Image Modified
  5. Click

...

  1. the Save

...

  1.  button