All Users:

You can see all your users under User Management > 'All Users'. There are different tabs for 'Active', 'Inactive', and 'Unverified' users.

• You will find the deactivated users under the 'Inactive' tab. 

• Users who signed up for an account, but haven't verified their email address yet will be listed under the 'Unverified' tab. They won't be able to log in until they verify their emails.

• You can view the user info by clicking on the eye icon on a user's record as highlighted in the image below.

• Under user info, you can set individual read/write permission for a user and change their profiles.

Profiles:

Profiles allow you to control the modules and fields that will be visible to the users in that profile.

• For example: Consider that your users are either vendors or clients and you would like to show different modules to each group. Profiles help you in achieving this functionality. You can hide certain modules from one group of users while keeping it visible to the other group.

• Now suppose there is a common module for both vendors and client groups, but certain fields are specific to a particular group. In such a case, you can use the field permissions for the profile and select the field permissions for the group.

To get started with profiles, go to the Profiles section:

• Click on the gear icon to enable and disable the modules you would like to make visible to that profile.

• A Default profile is ready for your use. You can add more profiles as per your need.

• To control the field visibility for the profiles, go to the Layout section of each module.

• Click on the 3 dots on each field.

• Select the Field permissions

• Select the profile permissions for the field and save changes

Inviting users to the portal

• To invite the users to the portal, you can click on the 'Invite to Portal' button under the contact record in the CRM.

• This button triggers an email invite to the particular user.

Note: If the email is not received, check the CRM workflow 'Send Portal Registration Email'.

Adding Users:

There are 3 ways to add a user from the portal. Navigate to User Management > 'Add new'.

1. Adding a CRM user:

• In the client portal plugin, click on User Management > 'Add new' > 'Add from CRM'.

• Enter the email of the user which is stored in the CRM. Make sure it's an exact match. Click on 'Search'. 

• Select the user's name. By default, the username will be the email, and the password will be auto generated.

• Select the user profile for the user.

• Click Save.

2. Adding a new user (contact doesn't exist in CRM)

• To add a new user whose contact doesn't exist in the CRM, click on User Management > 'Add new' > 'Add New'.

• Fill out the details. When you fill out the email, the username will be automatically populated. You will have to specify the password.

On clicking 'Next', the user will be added.

Deactivating and Deleting users

• To deactivate a user from 'Active Users' list, click on the highlighted icon in the screenshot below. This would revoke the deactivated user's access to the portal.  

• If you would like to delete the user, navigate to 'Inactive Users' and click 'Delete'. You can reactivate the user by clicking on the highlighted icon below.

• If you have deleted the user and would like to 'Add' them again, we recommend deleting the user from the Wordpress Users. This would avoid any conflict with the credentials stored in the WordPress database as compared to the new credentials the user will receive.

Note: Ensure that the contacts are associated with an Account.

User Permissions

• Under 'Permissions', you can enable user sign up options and allow your users to reset their passwords. You can enable reCaptcha for additional security.

• You can set specific read/write permissions, WorkDrive and Vault permissions for a particular user by going to All Users > Active Users. Refer to the video below.

Settings

Under user settings, you can map fields to the CRM, manage additional settings, determine your password strength criteria, and edit fields for the user registration page.

1) CRM field map:

You can map the fields under 'CRM field map' section to the respective CRM fields as shown in the image below. With all the fields mapped, the respective fields will get updated in the CRM whenever you add a new user through the portal. The login date field in the CRM gets updated every time a user logs in to the portal.

2) Additional Settings

Here you can allow auto approval of new accounts and users. If you choose not to auto approve the users, you will be able to view them under 'Pending Users'.

3) Password Settings

Enabling the 'Status' field lets your user see the password requirements on the registration page.

Your users will see the following on the registration page.