Pre-requisite: There should be an email address before you can assign a Portal Admin:
Here are the steps are 2 ways on how to assign a contact admin. One way is through Portal Access screen and the other is through the Entity Contact screen.
Here are the steps on How to Assign Group Contact Admin through Portal Access screen:
Portal Admin:
- 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.
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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.
- Open the record and check on the User Role field. It should be labeled as Portal Admin.
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11. Login to the system using the newly created portal admin
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Pre-requisite: The following fields must be filled in before you can assign a Portal Admin: - Email
- Timezone
- Approval List (if the entity is vendor)
Here are the steps on how to assign a Portal Admin: - Log in as an
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- Admin/internal user
- Open an entity record
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- Click the General tab
 Image Added - On the General tab's Web Portal panel, check the Enable check
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- box to enable the selection for
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- Portal Admin from the drop down
 Image Added - After selecting a portal admin, a change of password will be required. Enter the New Password and Confirm Password.
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Note: If Change Password is cancelled, portal access will be removed. - Click the Save button.
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- Go to Contacts tab
- Select and open the contact record you would want to be the admin
- Click Assign Contact Admin button
Image Removed - Click OK on the successful alert message that follows.
If you check on Contacts tab, the Group Admin will have Portal Access checked.
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His contact information will be updated
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