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<< Click to Display Table of Contents >> Navigation: On-Boarding Process > 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.
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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