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Compliance - Adding Users for the DNC Portal

Ensure you are compliant with DNC (Do Not Contact) list request by prospects and leads.

Gabriel Buck avatar
Written by Gabriel Buck
Updated this week

Overview:


This feature allows administrators to add users who can access the Do Not Contact (DNC) Portal, typically external or limited-access users who don’t need full ClickPoint access but should be able to manage DNC entries. Navigate to More → Settings → Compliance→ Do Not Contact Portal.

Key Functionality:

  • Portal Users Without Full Access – Grant DNC portal rights to individuals without provisioning full platform permissions.

  • User Creation / Credentials – Assign email and password for portal login.

  • User Privileges Configuration – Specify rights for adding, editing, exporting, and removing DNC entries.

  • Save & Persist Settings – Ensure that new users’ privileges persist and can be managed later.

How to Use This Feature:

Navigate to the DNC Portal Setup

  1. Go to More → Settings → Compliance→ Do Not Contact Portal.

  2. Select Step 1: Setup Do Not Contact Portal.

 Accessing Do Not Contact Portal in the ClickPoint solution

Add a New DNC Portal User

  1. Click Add User.

  2. Enter the user’s email address and password.

  3. Configure their permissions:

    • Add entries

    • Edit entries

    • Export entries

    • Remove entries

  4. Click Save User to persist the configuration.

 Add User

Best Practices:

  • Use strong, unique passwords for DNC portal accounts.

  • Only grant minimal required permissions (principle of least privilege), for example, only “Add” or “Edit” if export/remove is not necessary.

  • Periodically audit portal users and disable or remove accounts no longer in use.

  • Communicate with your compliance or legal team to ensure roles align with your company’s DNC policies.

Troubleshooting:

  • Cannot add a user / Save User button disabled
    → Confirm all required fields (email and password) are populated and valid.

  • User cannot log in to the portal
    → Verify credentials, and confirm the portal URL is correct and active.

  • User’s permissions too broad or insufficient
    → Edit the user and adjust their privileges (add, edit, export, remove) appropriately.

  • Users persist after removal
    → Ensure Save was clicked after making changes, and check for cached sessions or permissions override.

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