Manage Portal Creatio via the portal organization profile

This article covers how a portal administrator can manage portal users and their access permissions. Primary Creatio application administrators can manage users and access permissions on the portal as well. Learn more: Manage Creatio Portal in the main application.

note

Since Creatio version 8.0.9 “Portal user” user type and “All portal users” root role were renamed to “External user” and “All external users,” respectively.

Add portal users

To add new portal users:

1. Click your profile picture in the top right → Organization profile.

2. Go to the Portal users detail → click → enter the emails of the users to invite. Creatio validates any entered email automatically. Click Create portal users (Fig. 1).

   If Creatio matches the entered emails to any existing contacts, it will add portal users linked to those contacts. If Creatio finds no matching contacts, they will be created automatically, based on the emails. For any new contacts, the Full name field will contain the email local part, i. e. the text before “@.”

   Fig. 1 Adding portal users as a portal administrator

   

3. Creatio will prompt you to send email invitations to the new portal users. You can close the prompt and send the invitations later.

   As a result, new portal users will be added to the portal. The users will need to click the link in the invitation email to log in to the portal for the first time. Once on the portal, each user will be able to set a password.

Send invitations to portal users

You can invite new users to the portal. Potential users receive an email invitation with a one-time link they can use to access the portal for the first time and set up their password.

note

The email integration must be set up, and a valid mailbox must be specified in the “SSP registration mailbox” (“SSPRegistrationMailbox” code) system setting in the primary Creatio application for you to be able to send email invitations. Learn more: Working with emails.

If a new portal user forgets to set their password after the first login, you will need to re-send the invite. To do this:

1. Select the needed users in the Portal users detail.

2. Click and select Send invites (Fig. 2):

   Fig. 2 Send a portal invitation

   

Set up access permissions for portal users

You can grant permissions to other portal users within your organization.

To assign the invited user all functional roles available to the organization:

1. Click your profile picture in the top right → Organization profile.

2. Go to the Portal users detail → click → enter the emails of the users to invite.

3. In the user registration window, select the roles to assign to the invited users (Fig. 3). Click Create portal users.

   In this example, the users will obtain all permissions of the portal administrator, as well as permissions assigned to the “Portal managers” role.

   Fig. 3 Assign permissions to the new portal users

   

You can assign roles to the existing users as well. The list of available roles is shown on the Portal users detail (Fig. 4).

Fig. 4 The portal user roles

Promote a portal user to an administrator

You can grant portal administrator privileges to any user within your organization. To do this:

1. Click your profile picture in the top right → Organization profile.

2. Go to the Portal users detail and select Administrator for organization on the portal checkbox (Fig. 5) for the users you want to assign administrator privileges.

   Fig. 5 Assign the portal administrator privileges

   

Deactivate portal users

Deactivate a portal user account to restrict the corresponding user from accessing the portal. To do this:

1. Click your profile picture in the top right → Organization profile.

2. Go to the Portal users detail → clear the Active checkbox next to the users whom you want to deactivate (Fig. 6).

   Fig. 6 Deactivate the portal users

   

As a result, the user will be suspended and will not be able to access the portal. You can reactivate a user at any time.

Change the service information on the portal

The portal in Service Creatio, enterprise edition, lets you view all service agreements of your company. To do this, click your profile picture in the top right → Organization profile → Maintenance (Fig. 7).

Fig. 7 The company’s service agreements

You can add, modify and delete your company’s addresses (actual, legal and shipping) as well. All changes must be saved.

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See also

Manage Portal Creatio in the main application