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Portal Users

Manage which users have access to specific portals.

User-Portal Assignment

Users can be assigned to portals to:

  • Access customized content
  • See portal-specific branding
  • Have the portal as their home page

Assigning Users to Portals

Individual Users

  1. Navigate to Control Panel
  2. Click Portal Administration
  3. Select the portal
  4. Click Portal Users
  5. Click Add Users
  6. Select users from the list
  7. Click OK

User Groups

  1. Navigate to Control Panel
  2. Click Portal Administration
  3. Select the portal
  4. Click Portal Users
  5. Click Add Groups
  6. Select user groups
  7. Click OK

User Experience

Setting Effect
Home portal Portal shown at login
Portal access What user sees
Library visibility Available libraries

Multiple Portal Access

Multiple Assignments

Users can be assigned to multiple portals. They can switch between portals they have access to.

Removing Portal Access

  1. Navigate to portal administration
  2. Select the portal
  3. Click Portal Users
  4. Select users to remove
  5. Click Remove

See Also