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Module: Portal Users

 MODIFIED Date: 2/13/2021 |  User Level: Regular User |  Views: 1,814


Within Portal Users, you keep track of everyone that has login access into your system or subscribes to newsletters all within a centralized place. This allows you to control all interactions with those that you want to communicate and continue to inform.

Key Features

  • Unlimited number of users can be associated with Accounts/Leads.
  • Users can be given access to one or more modules or just the ability to update their newsletter information.
  • Logging of user's activities within the portal.
  • Attach tasks to individual users.


You will need to have a valid system login that has been granted access to the Downloads module.

Sample Screenshot

Click for the full size version of the image.

Portal Users Module - Grid
Portal Users Module - Edit 1
Portal Users Module - Edit 2
Portal Users Module - Edit 3
Portal Users Module - Edit 4
Portal Users Module - Edit 5
Portal Users Module - Edit 6

Adding & Editing

  • Quick Tasks: A quick way of adding a task to a specific user you are looking at.
    • Description: The description of the work being done for a task.
    • Hours: The number of hours the task took.
    • Category: Assigns a category to the task.
    • Task Complete: Mark the task as complete.
  • User Information
    • First Name: The first name of the user.
    • Last Name: The last name of the user.
    • Email Address: The email address of the user.
    • Account: The Account/Lead the user is associated with.
    • Password: This gives you the ability to assign a password to the user.
      • Note: If you opt to change a password or create a new account and a password is not set the system will genearte a 36-digit random password.
    • Change Password: Turn this on for a password change to take effect.
    • Phone Number: The phone number to the user.
    • Portal Layout: The portal layout that will be assigned to the user.
    • Security Group(s): The security group(s) that the user belongs to.
    • Active: Whether the user is active or not.
    • Portal Administrator: If the user should be considered an administrator or not.
      • Note: Those that are marked as administrators are able to see a lot of information and should only be given to people within your organization that need this access level.
    • Password Expired: The users password is expired.
    • Include In Mailing List: Whether the user should be included in newsletters sent out of the system.
    • Image: The head shot image of the user.
  • User Details
    • Title: The users overall title which may be different from the address details.
    • Display Order: The display order of the user.
      • Note: Any user you do not wish to show in any lists on the public side should have a display order of -1.
    • Hire Date: The date the person was hired.
    • Theme (Portal): The color scheme the user will see.
    • Tags: Tags are a way of grouping and displaying your users.
    • Description: A description related to the user.
  • Address Information: For information on editing the address information click here.
  • User Logs: Any activities the system has captured related to the user.
  • Tasks: All tasks that are associated with the user.

Tips & Tricks

  • Make certain that each user is given a unique account. Shared accounts do not give you the ability to track who made changes to the system.

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