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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:
  1. Log in as an Admin/internal user
  2. Open an entity record
  3. On the Entity tab's User Portal panel, check the Portal Access check box to enable the selection for portal admin
  4. Select a Portal Admin from the drop down
  5. After selecting a portal admin, a change of password will be required. Enter the New Password and Confirm Password.

    Note: If Change Password is cancelled, portal access will be removed.
  6. Click the Save button.

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