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Articles tagged "install_portal" returned 58 results.

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Account Portal Management

...modal You can view the Portal at any time by clicking on the View button. Publish the Portal Close modal To make the portal available click on the Publish button....

Portal Overview

...on your system. Step by step process Install the Portal Portal Management Configure Account or Activity Pages Style your Portal Configure Portal Settings Enable Portal Access Configure Portal Role Management...

Portal View – Examples

View the Portal When logging on to the portal users will see the Account and / or Activity details as defined when designing your Portal. For more information on how...

Install the Portal

...your Account Manager to activate a Portal subscription. In Gold-Vision go to the Integrations Storefront and click Integrations. From the integrations list select Portal, Forms and Portal > Install >Continue...

Enable Portal Access

...access to the Portal Enable Portal Access for Contacts Go to the Contact record you want to give access to the Portal Select the Portal Section click on the Edit...

Integrations Pricing

...Web Forms Details Price / month Portal Single Account Access Portal Subscription – Single Account Access Cloud Customer 5-9 Users Up to 250 Contacts/ Logins One Portal Space with Account...

Configure Account Page

In groups select Accounts. Close modal Menu Title – enter a title which will appear in the portal navigation eg. Account. Access – allows you make the space visible to...

Portal Management

...Activities on your Portal To continue the setup please choose from the below links which Portal Page Menu you want to setup Account Page Account Pages are designed to display...

Configure Activity Page

In groups select Accounts. Close modal Menu Title – enter a title which will appear in the portal navigation eg. Account. Access – allows you make the space visible to...

Role Management

...also able to edit existing Groups and Delete them Close modal Close modal Assign a Role to a Page Go to Portal Management and select “Space Designer” against your portal....