1. What are Account Portal Roles?
Account Portal Roles allow you to give contacts permissions to do the following on the portal for an account:
- Pay & View Account Orders
- Manage Account Details
- Manage the Organization Membership
- Manage the Roster
When you create a Account Portal Role you can toggle different settings that allow you to define the type of permissions you want contacts that have this role to have. See below for the different settings you can toggle Yes/No based on the role. You can also add a description for Staff and Auto Assign this role to the Account Creator.
2. How do I set a Account Portal Role for a contact?
2.1. Account Portal Roles are set on the Contact Affiliation record. You will need to create a contact affiliation first to associate the contact with the account you want them to manage. See this article for more information on Contact Affiliations
For more information on contact affiliations see this article.