Pre-requisite: There should be an email address before you can assign a Portal Admin:
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. - Select a Portal Role
- Click the Save button.
- Go to Contacts tab and select the assigned portal admin.
- Open the record and check on the User Role field. It should be labeled as Portal Admin.
11. Login to the system using the newly created portal admin