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People is a module where all portal members as well as groups they belong to are displayed.
There can be two types of members on your portal:
Every member has one of the following statuses:
Every active portal member can edit his own profile. To do that,
In case ">two-factor authentication is enabled in the portal settings, you can also change your Primary Mobile Phone. After you click the " /> icon, the information window will open. Press OK. You'll be redirected to another page, where you will be able to specify a different phone number and press the Enter number button to save it. You'll receive an SMS with a verification code to your new mobile phone.
Being a portal member, you can also change the portal language within your account. For this purpose, open your profile page and select one of the available options in the Language dropdown list. By default, the portal is displayed in the language chosen in the common portal settings by a full access administrator.
To facilitate your login to the portal, you can use one of your social accounts at Google, Facebook, Twitter, or LinkedIn. To connect it, please
It's also possible to manage your subscriptions within all portal modules on your profile page. To view the whole list of the portal content you are subscribed to, click the Show link next to the Subscriptions caption. Here you can unsubscribe from the content that isn't interesting to you any more and change the way you want to be informed about updates selecting one of the available notification types: via Talk, email or both. For further information, please refer to the ">Tips & Tricks section.
You can also disable or enable back tooltips that appear on the screen to introduce you to the basic features of each module when you log in for the first time or to inform you of new features added. Click the Show link next to the Tooltips caption and click the on-off control. The tooltips will be enabled or disabled for all modules at once.
As a portal owner or full access administrator, you can add new members to the portal.
If you've created your portal recently and have not yet added users, the " /> Invite users to portal button is available on the left side panel in each portal module. It allows you to quickly and easily invite new members to your portal so that they could join it:
The invitation link will be copied to the clipboard right away and the Invitation Link window will open allowing you to adjust additional link settings:
The link is valid for 7 days only.
You can also add portal members manually one by one:
Right after that the newly added member's profile page opens and an email notification with a link for accessing the portal is sent to him/her. The new portal member gets the pending status till he/she confirms his/her registration email address. In the portal members list he/she will be marked with the " /> icon at his/her avatar photo. After the email confirmation the guests get the " /> icon on their avatar photo and administrators - the " /> icon. The portal owner is marked with the " /> icon.
The link sent in the notification is valid for 7 days only. If the user doesn't manage to complete the registration by following the link in time, you can resend this notification clicking the Send invitation once again link on his/her profile page. If there are several users who exceeded the time limit given for email confirmation, click the " /> button in the left upper corner and select the Send invitations once again option or select the needed members in the list and click the Send activation link once again button at the top.
To save time, you can also add users all at once from:
While adding members, you will certainly need to create new groups. To do that,
There are three main access levels within portal: Guest with view-only permissions, user with basic privileges and administrator with advanced privileges.
Among administrators there are:
Actually, the portal owner is the person who created the portal. If he wants to appoint another portal member to this position, he needs to:
The portal owner has the same permissions as full access administrators and can perform the following operations:
Full Access Administrator | Portal Owner |
---|---|
add portal members edit member profiles appoint module administrators change general and customization portal settings (see ">Portal Configuration) view portal statistics (see ">Portal Configuration) |
+ change portal owner backup portal data (see ">Tips & Tricks) deactivate/delete portal (see ">Portal Configuration) change server region (see ">Portal Configuration) |
After a portal member is added to the portal, he gets user or guest access rights. Full access administrators can grant administrator privileges to users only. To do that, they need to proceed through the following steps:
This access rights structure - guest/user/administrator - is valid for the following portal modules:
The main permissions are listed in the table below.
Documents | CRM | Community | People | |
---|---|---|---|---|
Guest | view files available to all portal members, download files from the 'Common Documents' folder and documents shared with them, upload files to folders shared with them | add comments to existing posts, attach files to comments | edit own profile | |
User | create/edit/manage/share files and folders in the 'My Documents' section, view files in 'Common Documents' | add new content and edit own one | create new module content and edit own one | edit own profile, view other members' profiles |
Module Administrator | + create/edit/manage/share files and folders stored in the 'Common Documents' section |
+ configure module settings, import/export data, send email messages to CRM contacts in bulk, view/edit the whole module content |
+ moderate the whole module content |
+ add/invite users, create groups and edit other members' profiles |
The access rights structure in the Projects module is more complicated and comprises five levels:
The main permissions are listed in the table below.
Guest/ User | Team Member | Project Manager | Module Administrator |
---|---|---|---|
view projects available to all portal members or private ones (where he is a project team member), leave comments and subscribe to tasks and discussions belonging to projects he can access | + create/assign/manage own tasks, create discussions, add/delete own files |
+ manage project team, create/edit the whole project content, change project status, set access rights for team members (for private projects only) |
+ create/edit/delete any project, appoint project managers, create/edit project templates |
Portal tools - Mail, Talk, Calendar, Feed - are available to all portal users. The guests can use every tool with the exception of Mail.
Being a portal owner or full access administrator you can restrict access to the People module for some users or even disable this module, if you don't need it at all. To do that,
To do that, use one of the available options;
To disable the People module just switch to the Modules & Tools section selecting the corresponding option on the left-side panel, uncheck the People module and click the Save button.