Assignment of access rights for external users

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Assignment of access rights for external users

In the Portal Page you need to assign the access rights.
Go to My users , you are presented with several methods to choose from, either User management , User groups  or Permission sets.
 
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1.  User management

 Setup the rights by person individual.
 Click on the icon ‘Permissions’
 
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   Click on  ‘+ New permission’
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You can now add a role , by clicking on the pencil
 
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Select the role that you want to setup for your customer and click on select
 
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When the role is added you need to save it.

 
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2. Manage permission sets

 

Create permission sets by manage user permission sets .
A set can be assigned to a group or an individual person.
 
Give the permission set a name
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Add the permissions by clicking on the icon:
 
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Click now on ‘+ new permisson ‘
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Changes can me made by clicking on the pencil.
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  Select the role that you want to setup for the group and click on select
 
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When the role is added you need to save it

 
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3.  Manage user groups
 
You can create customer groups , where the permission sets , users can be assigned.
 

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