PERMISSIONS

Click Permissions under the PORTAL SETTINGS menu.

  1.  Set up your Portal Key.  

If you notice, you will have a unique URL that you can direct users to that will go directly to your member portal.  If you would like to give it a more friendly name, you could create a Portal Key.  Please do not enter any special characters or SPACES in your key.

2. Next Turn your Portal ON and configure your permissions:

3.  Next configure why types of View you want your members to see when they login:

4.  Set Additional Settings:

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