There are 2 ways to assign a contact portal admin. One way is through the Portal Access screen Entity tab and the other is through the Entity Contact screen.
Here are the steps on How to Assign Group Contact Admin through Portal Access screena Portal Admin through Entity tab:
- Log in as an Admin/internal user
- Open an entity record
- Click the Additional button to show more options then select Portal Access
Image Removed - Check On the Entity tab's User Portal panel, check the Portal Access check box to enable the selection for group portal admin
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Image Added - Select a group Admin
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Note: The vendor must have an Approval List first before Portal Access can be enabled. - Click the Save button. The admin's contact information will be updated
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You can also assign a different Portal Admin by doing the following:
Note though that Portal Access needs to be enabled first on Entity tabHere are the steps to Assign a Group Contact Admin through the Entity Contact screen:
- Select the Contacts tab
- Select and open the contact record you would want to be the new portal admin
- Click the Assign Contact Admin button
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Image Added - Click OK on the successful alert message that follows.
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If you look on the Contacts tab, the Group Portal Admin will have the Portal Access checked.
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The contact information will be updated
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