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Creating a Portal Access Group

You have to provide the Organization name to which the Portal Access Group belongs to. The Administrator and the Community Manager can create Portal Access Groups according to:
  • Area:
    • An Administrator: can create, view and modify all the Portal Access Groups of all the Organizations and Sub-Organizations and can add users, Plans, and Interactive Documentation that belong to the specific Organizations and Sub-Organizations to the Portal Access Groups.
    • A Community Manager: can CRUD Portal Access Groups and add or remove users in the Portal Access Groups.
  • Organization:
    • An Administrator: can create, view and modify only the Portal Access Groups owned by the Organization and its Sub-Organizations and can add users, Plans, and Interactive Documentation that belong to the specific Organization and its Sub-Organizations to the Portal Access Groups.
    • A Community Manager: can CRUD Portal Access Groups and add or remove users in the Portal Access Groups.
  • Sub-Organization:
    • An Administrator: can view and modify only the Portal Access Groups owned by the Sub-Organization and can add users, Plans, and Interactive Documentation that belong to the specific Sub-Organization to the Portal Access Groups.
    • A Community Manager: can CRUD Portal Access Groups and add or remove users in the Portal Access Groups of specific Sub-Organization.
Note: Users can be added to the Portal Access Group regardless of whether or not the user belongs to the Organization.

To create a new Portal Access Group:

Procedure

  1. Click Manage > Portal Access Groups.
    The Portal Access Groups page is displayed.
  2. Click New Portal Access Group.

    The New Portal Access Group dialog box is displayed.

  3. Enter the following details in the New Portal Access Group dialog box.
    Field Description
    Portal Access Group Name Name of the Portal Access Group.
    Organization to own this Portal Access Group Name of the Organization that owns the Portal Access Group.
  4. Click Save and close.
    The Portal Access Group is created and the Portal Access Groups page is displayed.
    Or, click Save and continue.
    The Portal Access Group is created and the Portal Access Groups Overview page is displayed.