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What's the difference between admin and Portal owner?
What's the difference between admin and Portal owner?

I have set up my colleague with an Admin privilege level, however, she cannot see all the buttons along the top of the screen

Edgefolio Support avatar
Written by Edgefolio Support
Updated over a week ago

An admin is a user who can edit the details of a specific fund, but they don't have access to all the features of the portal (adding users, sending campaigns etc).

You can use this function to allow someone make changes, but without giving them access to your marketing/IR operations.

The way to allow someone to have full portal admin rights, with access to all these tabs, is to make them 'portal owner'. (For future reference, these are the steps)

You can find this by the following process on the users' table:

  1. Find the person you want to upgrade, in the contacts tab, in your CRM. Select them.

  2. Navigate to the column on the left

3. Find and click the 'Make portal owner' button on the bottom

4. Accept

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