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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 to Assign a Portal Admin through Entity tab:
  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

    Note: The vendor must have an Approval List first before Portal Access can be enabled.
  5. Click the Save button. The admin's contact information will be updated


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

  1. Select the Contacts tab
  2. Select and open the contact record you would want to be the new portal admin
  3. Click the Assign Contact Admin button
  4. Click OK on the successful alert message that follows.


If you look on the Contacts tab, the Portal Admin will have the Portal Access checked.

The contact information will be updated

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