How do I select/modify Portal Access Level in enrolments?
To select/modify Portal Access Level in Enrolments, you need to access the Enrolments Module.
- Enrolments > search for student > go to Associated Contacts on left-hand menu.
This screen takes the information from all registered Households and compiles a list of contacts for that student. Additional Contacts may be entered here who are not part of a household but have a relationship with that student.
Note: Household contacts need to be setup first.
Step 1. Before entering new contacts, you can:
- Change the priority order of contact, click and drag on the handles () in front of a name to move them up or down (change the order of) that contact on this list. Family members will be contacted by this order (first to last).
- View & edit the details for the Contacts, click on More Details button to the right of the contact.
- Portal Access Level for that contact can be set to no access, Level 1,2 or 3. Portal Levels are defined in Enterprise Setup > Contact Permissions. Level permissions can be defined for each group.
- You also have the option to set a custom access for this contact for the Portal. There may be unique situations where the 3 levels do not meet the requirements for this contact.
- Edit Contact Permissions – enables modification to permissions granted for household member and associated contacts.
- Portal Access level > select a level and Save.
- You can Set Customer Levels for this contact also if a default level doenst match your requirements.
- Tick individual modules you wish this person to have access too, then click Save.