Portal User Management

Once you have created a Portal, and you have Accounts with Contacts included, you can create a portal user. If you do not have any contacts in your system, you can proceed, however the user will have very limited views available to them.

There are 2 potential ways to add new portal users. 1) Administration Panel or 2) Accounts detail view (if set up).

Only Administrators can create portal users.

1. Administration > Portal Users.
2. Click Create Portal User button.
3. Select the user from the list of Contacts that the portal user will be linked with or Proceed w/o Contact
4. Fill needed fields on the form and click Save.

Portal user should be linked to Portal record to be able to access that portal.

Portal users can have one or multiple additional Portal Roles. These roles will be merged with roles specified for a portal.

Portal users can have a specific Dashboard Layout. It allows certain users to have a specific layout that differs from the default portal layout.