Managing Portal URL Membership

Overview

Administrators can select which Portal URL to grant a user access to in Resolver.


User Account Requirements

The user must have Administrator permissions to manage Portal URL Access users. 


Related Information/Setup

Please refer to the Portal URL Settings section for more information on using a Portal URL in Resolver.

Please refer to the Create a New User and the Edit a User articles for more information on creating and editing Portal URL Access users. 


Navigation

  1. From the Home screen, click the Administration icon.

Administration Icon

  1. From the Administrator Settings menu, click User Management. 

Administrator Settings Menu

  1. Enter a user's name in the Search field to narrow the search results. 
  2. Click the name of the Portal URL Access User you want to edit. 

User Name


Managing Portal URL Membership

The Portal URL Membership section shows which Portal URL a Portal URL Access user is assigned to.

  1. From the Edit User screen, under the Portal URLs tab in the User Group Membership section, select the Portal URL from the Select which Portal URL(s) this user is a member of dropdown.

Select Which Portal URL(s) This User is a Member of Dropdown

  1. Click the Add button to add that user to the selected Portal URL.

Add Button

  1. A pop-up will appear, confirming the following:
    • An Add user to Portal URL(s)? pop-up will appear. Click the Add button to confirm adding the user to the selected Portal URL

Add User to Portal URL(s) Pop-up

  • If the selected Portal URL already has an assigned user, a Replace existing user(s) for Portal URL(s)? pop-up will appear. Click the Replace Existing User(s) button to confirm.

Replace Existing User(s) for Portal URL(s) Pop-up

  1. Click the Done button to save your changes.

Done Button