After a Portal User has been assigned to a plan module permissions are enabled. Standard Users with permissions to 'Edit' the Portal module may update Module permissions from the “Edit Portal User” screen.
Note: If portal user were uploaded in bulk, are added with default settings, or the contact types have been updated, permissions may already apply.
To allow module permissions, or to update permissions, select the portal user from either the Global or Plan level dashboards and selecting ‘Edit Portal User’:
Once the Portal User is selected, permissions may be set by either selecting a contact type from within the 'User Info' tab:
Alternatively, permissions may be edited by module. This view may vary based on the a firms module subscription:
