Portals > Community Link > Manage Portal Access
Use this page to enable and disable Portal access. This page can be used to enable or disable a single account or multiple accounts at the same time.
NOTE- The Manage Portal Access page is the most efficient way to grant portal access to newly-added accounts when a new Association is set up, as portal accounts are not automatically created when importing accounts.
Portal Access
Step 1. Navigate to Portals > Community Link > Manage Portal Access.
Step 2. Use the Search filters to locate the accounts you want to update.
Step 3. Check the box or boxes for all accounts you want to change, or select the box at the top to update all accounts.
Step 4. Select Add Access or Remove Access from the Page Actions drop down menu.
NOTE- Enabling portal access on this page does not take immediate effect. The process runs on a 10 minute cycle, so please wait 10 minutes before trying to access the portal for an account.
Add Access- Click the Add Access button to enable Portal access. Once the change is made, it takes a few minutes for the portal accounts to be created. Once created the portal member id will display in the Portal Id column.
Remove Access- Click the Remove Access button to disable Portal access. Removing access for an existing portal member only removes access to the portal but does not remove the Portal Id. The Portal Id, once created, is permanently associated with the account contact.