Portal Access and Editing Permissions

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To restrict access and edit permissions to a portal or Express Portal to only specific users, to user with a given permission, or to users with a given role:

  1. Go to Database → Portals.

  2. Select a portal, or create a new one.

  3. Select Edit Permissions.

    Edit Permissions.png

  4. Select Add Grantee.

  5. Configure the following settings:

    • Active: Active

    • Type: Choose between User, Role, and Permission

      • User: Enter a user’s name that should be granted access

      • Role: Select a role from the list that should be granted access

      • Permission: Select a permission from the list that should be granted access  

    • Permissions: To allow write, rather than just read access, select Edit Portal
      Add Grantee.png

  6. Select Save.

Portals are only accessible in Database → Portals with the Portal Editor permission. Users to whom you’ve granted access to a given portal with Edit Portal require a direct editor link—that is, the link to the portal’s overview page. To open the portal itself, use the link shown in the portal's URL field. The portal's configured security requirements still apply.

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