Contacts - View, Add and Edit Contacts; Client Portal - Admin
When you invite someone to a contact's portal, if that person registers to use the portal within seven days, he/she becomes a subscriber. Portal subscribers can be managed in the Client Portal and Contacts modules.
If you delete a subscriber, you only remove their access to the contact's portal. This process does not remove any files in the contact's portal. For example, you can delete all subscribers and then invite someone else. That new person, when registered as a subscriber, can then see files that are in the contact's portal.
Manage invitations in the Client Portal module
On the Portal Subscribers tab in the Client Portal module you can view a list of all the subscribers. You can then proceed to edit the security permissions of a subscriber. You can also remove subscribers and resend invitations to expired subscribers, either individually or in bulk.
- Click Client Portal.
- Click the Portal Subscribers tab.
- View and filter subscribers by their status (click the Registered, Pending or Expired tab).
- Click a column header to sort by that data. For example, if you sort by name or email address, you can see which portals one person is subscribed to.
- Edit the subscriber's permissions:
- Click the subscriber name for a specific portal.
- On the Edit Security Permissions window, select or clear the check boxes as required.
- Edit the folder permissions, if required.
- Remove subscribers, if required:
- To remove a subscriber from one portal individually, click the Delete button
on the row of the subscriber, then click Yes to confirm. To remove subscribers in bulk, select their check boxes, click Delete, then click Yes to confirm.
- To remove a subscriber from one portal individually, click the Delete button
-
Resend expired invitations, if required (this moves the subscriber back to the Pending tab):
- To resend invitations individually, click the Expired tab, then click the Resend button
on the row of the subscriber. -
To resend invitations in bulk, select their check boxes, then click Resend Invite.
- To resend invitations individually, click the Expired tab, then click the Resend button
Manage invitations in the Contacts module
On the contact's Summary tab you can view the subscribers and edit (delete) one or more of them.
- Click Contacts > All Contacts.
- Search for and click on the required contact record to open their Contact Details page.
-
Click Edit Subscribers in the Client Portal Subscribers panel.
-
Click the Delete button
on the row of the subscriber you want to delete, then click Yes to confirm.
