Enabling a Content Portal

Enabling a portal

Before you enable a portal be sure to choose which standards the external users may dispatch in. Then after a portal is enabled, make sure to add your approved user(s).

1. Navigate to Accounts

2. Click on your desired account you wish to add an external user to that portal

3. Go to the Content Portal tab

4. Under General Settings look for the Standards section and choose all that apply

5. Then under the Activation section, click the checkbox for Enable Content Portal and hit Save.

From here make sure to add your Approved users in order to grant them access the portal.