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)
There are 2 ways to assign a portal admin. One way is through the Entity tab and the other is through the Entity Contact screen.Here are the steps on How on how to Assign assign a Portal Admin through Entity tab:
- Log in as an Admin/internal user
- Open an entity record
- On the Entity tab's User Portal panel, check the Portal Access check box to enable the selection for portal admin
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Image Added - Select a Portal Admin from the drop down
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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 tab
- 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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If you look on the Contacts tab, the Portal Admin will have the Portal Access checked.
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The contact information will be updated
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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.