NOTE: Menus available for the Portal Admin can be configure in the Portal Default in Company Configuration.
- Log in as an Admin/internal user
- Open an entity record, then click the General tab
- On the General tab's Web Portal panel, click the User Role button
- When a Portal Admin is created, the User Role will also be created based on the Entity types
- To modify the role, select/deselect the menus that should be included in the role
- Click the Save button
Overview
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