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Adding Members to Portals

Control which Portals team members can access.

Edward Boatman avatar
Written by Edward Boatman
Updated today

When your team members with the "Member" role log in, they only see kits and Portals they've been explicitly added to. If you use public kits, they may be able to access those via direct link, but they won't see them in their dashboard. And private kits will only be accessible to Members that you have granted access to.

Only Admins and Content Managers can add Members to Portals.

Adding Members to a Portal

  1. Open the Portal

  2. Go to Portal Settings or click Members

  3. Click Share to open the Share settings

  4. Under Share with Team, search for the teammate you want to add

  5. Click add

Pro tip: Select "Everyone" from the dropdown to quickly add all team members to the Portal

Don't see the member you want to add?

  • Make sure they have been invited to your Space

  • They must have the "Member" role (Admins and Content Managers have access to all Portals by default)

Only Admins can invite new team members to the Space. Learn how to invite team members.

Can Members edit a portal?

Members are never able to edt the content of a Portal. Only Admins and Content Managers can edit Portals.

Members can be granted edit permission on specific Kits that they have access to. To learn more, see Granting Kit Edit Access.

Removing Members from a Portal

  1. Open the Portal share settings

  2. Find the member in the list

  3. Click the β€’β€’β€’ button

  4. Select Remove

The member loses access to that Portal immediately.

You can also manage a user's access by selecting Change role & access.

Learn more

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