Portal Permissions

Groups in the Contacts toolkit can be used to set the access permissions on the Organization Portal. If no Groups has been created or new groups are required, it can be added in the Contacts toolkit, using Groups (See Create a New Group). Once a Group has been created, and users were added to the group, go to the Site Toolkit and navigate to your portal Folder/Page where the permissions need to be added.

Under the Page Setup tab click on the Privacy tab and then click on the Pencil Icon next to the Groups field.

In the Filter card, select the Group Type (Department, District, Employer, List, Role, Team, Venue) and then in the Update Groups card select the groups that are allowed to the see the content of the Folder/Page.

Click the Save button to save your changes.

Note: You are able to give permissions to different Group Types for the same Folder/Page. e.g. A combination of Groups withing a Role and within a List can be added to the permission list of a Foler/Page.