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