Adding administrators and access areas
Who runs the portal, and which parts each person can reach.
This article is for the administrators who run an organisation's Portava portal.
In short
- Invite from Team under Portal settings, and choose full or per-area access.
- The assistant and Approvals respect the same areas.
Adding someone
Open Team under Portal settings and choose Invite. Enter their email and decide their access. They receive an invitation to set a password.
Access areas
An administrator can have full access, or only some areas. The areas are Members, Events, Communications, Surveys, News, Insights, Resources, Discussions, Billing, Moderation and Settings. Someone with only Events sees only Events in their rail and cannot open the rest.
Approvals shows each person only the items from areas they hold. The assistant respects the same areas, so it will not compute figures from an area someone cannot open.
Removing access
Remove someone from Team and their access ends immediately. Their own membership, if they have one, is unaffected.