Creating portal access

<< Click to Display Table of Contents >>

Navigation:  Administrator Dashboard > Producer Information > Producers > Viewing producers > Contact information > Contacts > Viewing contact details >

Creating portal access

Portal access may be granted or created for all types of producer contacts except for the primary contact.

MP_0068_NoteIcon Note: The portal access for primary contact can only be created by the SaskMilk Administrator (see Manage Users for more information).

To create a portal access for the contact from the Contact Details page:

1)Click Create Portal Access to open the Register New Portal User page.

mp_1405_contactportalaccess_add_sk_zoom40

2)Complete the following details for the individual you are adding as a contact:

Name: Not editable. Displays the name of the contact.

Email: Not editable. Displays the email address of the contact.

Roles: Check the box for each role assigned to this contact, granting them special permission to the producer's information.

MP_0068_NoteIcon Note: To see the full list of permission roles types go to Reference Material - Permission Types.

3)Click Register. An email is sent to the contact requesting they complete their account setup in the Producer Portal.

MP_0068_NoteIcon Note: The contact will need the Producer ID to register and set up their account in the Producer Portal.

– or –

Click Return to return to the Contact Details page without saving changes.