Portal User Set-Up and Administration

Creating a Portal User

Creating a portal user is the same as creating a full user with the one difference of assigning that user to the "Portal" role.

Portal Role

Once the portal feature has been enabled you will see a special "Portal" role when you create a new user.  Simply check the "Portal" role to create this portal user.  Be sure to assign the user to only the "Portal" role.  If the user is given any other role it will use up a full license and will allow that user to log into the main app as well.  Portal users are restricted to only being allowed into the portal app.


Teams limit the accounts the portal user has visibility to. 

IMPORTANT NOTE:  In order to restrict visibility for a Portal user to only see folders pertaining to their account, you must both remove all ACCOUNTS from the default "ALL USERS" team, as well as set up a Team for the Portal Account and add ONLY the account for which the portal license is designated to that team.

For the example portal user below, The team has already been set up prior to creating the portal user.  Go to "Teams" on the Admin menu, create your Team, and add the designated account to that team.  Then, when creating the portal user, assign the user to that the Team you set up for their account. 

The portal user will receive an email with their username and password along with login instructions upon clicking "Create User" if the following option has been selected:

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