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Articles tagged "roles" returned 12 results.
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User Roles
Adding A Member To A Gold-Vision Item For any item you have the option to create a Team and allocate roles for your team members, these can be set up...
Role Management
...select which Roles you wish to be included in the Group. Simply select the + button next to the Roles and select as many roles as you wish to include...
Account Portal Management
...allows you make the space visible to contacts with the user roles selected. Editable Roles– allows you make the space editable to contacts with the user roles selected. Create Roles...
Configure Account Page
...make the space visible to contacts with the user roles selected. Editable Roles– allows you make the space editable to contacts with the user roles selected. Create Roles – allows...
Configure Activity Page
...contacts with the user roles selected. Editable Roles– allows you make the space editable to contacts with the user roles selected. Restrict Access by Contact ownership – allows you to...
Enable Portal Access
...button Close modal Then assign the Portal Group and Roles and click Save. Close modal Tip For more information about Role Management please visit Role Management If you want to...
Using Account records
...records alongside their roles. Please see below how to add members: Info Member roles can be predefined by Administrator Users in the Settings area Delete an Account Account records can...
Portal Management
Introduction to Role Management Use role management to establish what type of Portal access your Contacts will have when they visit the site. Roles or Group Roles can be assigned...
Settings, View & Publish
...the roles. Click on the Save button. View the Portal Close modal You can view the Portal at any time by clicking on the View button. Publish the Portal...
Portal View – Examples
Logging on When a user clicks on the URL they will be presented with a login screen where they can enter their email and password. There is also a link...
