There are 2 ways on how to assign a contact admin. One way is through the 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:
- Log in as an Admin/internal user
- Open an entity record
- Click Click the Additional button to show more options then select Portal Access
- Tick Check the Portal Access check box to enable the selection for group admin
- Select a group Admin
- Click the Save button
Here are the steps on How to Assign a Group Contact Admin through Entity through the Entity Contact screen:
- Go to Select the Contacts tab
- Select and open the contact record you would want to be the admin
- Click the Assign Contact Admin button
- Click OK on the successful alert message that follows.
If you check look on the Contacts tab, the Group Admin will have the Portal Access checked.
His The contact information will be updated
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