Pre-requisite: There should be an email address before you can assign a Portal Admin:
Here are the steps on how to assign a 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 Admin/internal user
- Open an entity record
- Click
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- the General tab
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- the Enable check box to enable the selection for portal admin
 Image Modified - Select a Portal Admin from the drop down
 Image Modified - 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
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