How to control the access on Portals?

Advanced Access Controls on Portals allows administrators to control which user groups can view or not view designated portals in the library.

 

How does that work?

  1. As a first step, navigate to the Settings menu then Groups then click on View/Edit under Actions for the custom group of your choice. In the list of permissions, you will come across these options.

  2.  Select the View Portals option

  3. Important to note : The default groups Member, Contributor, Approver and User Admin will now have this permission as default.

  4. Once your user group permission is defined, navigate to the Portals tab

  5. You will notice the new permission icon under the Actions column

  6. When clicking on the icon for one of your portals, the Manage Portal Access menu will open. You will then be able to define what User Group has access to view this specific portal or not. You can also Edit the permissions of all of the groups at the same time with the "Edit all" option.

    Note : if the group is greyed out, it's either because this is a default group that can or cannot view portals by default or because you've selected another option than "View Portals" at the User Group permission level (step 2).

    PortalAccess.gif


    Important to note : You can give access to a portal that is still a draft or unpublished but the users won't be able to view the portals until they are fully published.
     

    End User Perspective

    If a group's portal permission is set to "View Portals" and three specific portals were selected for this group to be able to view, this is what a user from this group will see:

     

    They will see the portals that they were given the access to by the admin user as "shared by the admin"


    They will be able to view and navigate the portal, open it in a different tab and copy the link of this portal if they want to share it externally.
     

 

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