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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:
- Log in as an Admin/internal user
- Open an entity record
- On the Entity tab's User Portal panel, check the Portal Access check box to enable the selection for portal admin
![](/download/attachments/21892451/image2016-3-1%2010%3A31%3A31.png?version=1&modificationDate=1456799661650&api=v2&effects=border-simple,shadow-kn)
- Select a Portal Admin from the drop down
![](/download/attachments/21892451/image2016-3-1%2010%3A33%3A32.png?version=1&modificationDate=1456799781787&api=v2&effects=border-simple,shadow-kn)
Note: The vendor must have an Approval List first before Portal Access can be enabled. - Click the Save button. The admin's contact information will be updated
![](/download/attachments/21892451/image2016-3-1%2010%3A40%3A53.png?version=1&modificationDate=1456800223390&api=v2&effects=border-simple,shadow-kn)
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
- Select the Contacts tab
- Select and open the contact record you would want to be the new portal admin
- Click the Assign Contact Admin button
![](/download/attachments/21892451/image2016-3-1%2011%3A18%3A52.png?version=1&modificationDate=1456802502360&api=v2&effects=border-simple,shadow-kn)
- 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.
![](/download/attachments/21892451/image2016-3-1%2011%3A21%3A50.png?version=1&modificationDate=1456802680327&api=v2&effects=border-simple,shadow-kn)
The contact information will be updated
![](/download/attachments/21892451/image2016-3-1%2011%3A22%3A33.png?version=1&modificationDate=1456802723117&api=v2)