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Articles tagged "using_portal" returned 244 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 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...
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...
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...
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
...to be able to view and edit specific details i.e. update a job titles or email addresses, when using the Account portal. Click on the Details Page tab. Close modal...
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...
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...
Role Management
...and Create against Pages, Sub-lists or Contacts. Info You can assign multiple roles at the same time using Role Groups Create a Role Group Go to Settings > Portal Role...
Configure Activity Page
...to your Activities list by using the filter button. Activities will then be displayed on the Portal based on your filter e.g. activities created in the last month Close modal...
