Providing User Access to the Portal
To provide users access to the Portal, perform the following sequence of steps:
Task | For Instructions |
1. Set up host groups. | |
2. Understand the different user types. | |
3. Create a portal account for each portal user. | |
4. Create user groups. | |
5. Assign users to user groups or assign users individual privileges. | |
6. Provide each user a welcome email, outlining the user’s username and default password. Include instructions about how the user can log on to the Portal. Mention that the Portal prompts the user to change the default password. | |
Note: For Managed Services Partners and Administrators: Multiple browser windows on the same computer share a session data, when different account IDs are logged into the Portal from separate browser windows. For Managed Services Partners and Administrators, who may be setting up environments for clients, multiple logins may cause unpredictable results in generated reports and other operations because of the shared session data. You can workaround this issue by using multiple browser types. For example, if testing accounts, login with one account to Google Chrome and another with Mozilla Firefox.