Assigning Portal Users to a Plan

Users can be assigned to a plan in three ways:

• From the Global Dashboard
• From the Plan-Level Dashboard
• During the Portal User Upload Process

 Global Dashboard

Wolters Kluwer Logo > ftwPortalPro > Global Dashboard

Steps:

1. Locate the Portal User in the list (must already be added or uploaded).
2. Select the menu icon (⋮) next to the Portal User's name.
3. Choose Edit Portal User.

4. In the Edit screen, select the Add button on the left.
5. Filter by Company Name, Plan Name, or scroll through the list of available plans.
6. Check the box next to the desired plan.
7. Select Add Plans to complete the assignment.

 

Plan-Level Dashboard

Steps:

1. Select the desired plan.
2. Navigate to the Portal via the GO menu or the Portal button on the Edit Plan screen.

3. In the Portal Users screen, select the Add button above the user grid.

4. In the Edit Portal User screen, choose one of the following options:

• Add

  • Use to create a new Portal User.
  • Enter a username and password (minimum 8 characters, including at least one letter, one number, and one special character).
  • Provide the  first and last name, email address, and optionally, the associated company.

• Add Existing

  • Use when the Portal User has already been added to another plan or exists in the Global Dashboard.
  • Filter by username, name, or email.
  • Select the user and confirm with OK.

 

Upload Portal Users

Portal Users can also be assigned to plans during the upload process.
Refer to the article: How to Upload Portal Users in Bulk for detailed instructions.