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

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.

In the All Users Team page, there is an option to Remove All under accounts.  

If you want to assign all your accounts to a new team for your mobile users to have access to everything, you can do that easily from the accounts screen.  Just create a new team, then click on the accounts tab.  Click on the "Assign to Team" drop down and select the team.  That will assign all of your accounts 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: