Access Member for Trust Portal

Access Member Overview

Selected users can only see and access Trust Portal Profile when they have been added to the access list. By default, administrators have access to all Trust Portal Profiles. When a non-admin user creates a Trust Portal Profile, they are automatically added to the access list.

Select Trust Portal from the left navigation panel.

Select a Trust Portal profile. 

Select More and under more select Settings. 

Click on the text line under "Access Members". 

Select user(s) from the list. 

Added users will appear under Access Members. 

Add or Remove Viewing Trust Portal Role Permission 

Allowing role permission enables the specified role to View all Trust Portal Profiles that are in the module. If the View all Trust Portal Profile permission is removed from the role, then the user can only see Trust Portal Profile that they have access to. 

Click on Administration from the left navigation panel. 

Select Roles under Administration. 

Roles can be added by clicking Create a Role. (1) A current role can be chosen from the table as well. (2)

If a new role is created, permissions will appear after clicking Create Role. If an existing role is present, select the role and click Edit to edit role permissions. 

Select Permissions.

Scroll down the list until the View Actions appears. (1) Select View All Trust Portal Profiles. (2) A blue check indicates that permission has been selected. If a blue check is not present, the permission has not been selected.