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changes.mady.by.user Beth Dela Paz

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changes.mady.by.user Beth Dela Paz

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  1. Log in as an Admin/internal user
  2. Open an entity record
  3. Click the General tab
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  4. On the General tab's Web Portal panel, check the Enable check box to enable the selection for portal admin
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  5. Select a Portal Admin from the drop down
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  6. 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.
  7. Click the Save button.

 

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title16.1
Here are the steps on how to assign a Portal Admin:
  1. Log in as an Admin/internal user
  2. Open an entity record
  3. On the Entity tab's User Portal panel, check

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  1. the Portal Access

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  1.  check box to enable the selection for portal admin
    Image Modified
  2. Select a Portal Admin from the drop down
    Image Modified
  3. After selecting a portal admin, a change of password will be required. Enter the New Password and Confirm Password.
    Image Modified
    Note: If Change Password is cancelled, portal access will be removed.
  4. Click the Save

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  1.  button.