Read on:

1. Portal Setup
   
2. White Label
   
3. Email Authentication
   
4. Apps and Services
   
5. Portal Information
6. Department Setup
   
7. Roles and Permissions
   
8. Department Information
9. Audit Logs
   
10. Export

1. Department Admin
   
2. User
   
3. Contractor
   
4. Report Viewer
   

To add users to the portal:

1. Click Manage Portal in the user info widget.
   
2. Click Add Users in the Portal Users section.
   
3. Type the email addresses in the Email Address field.
   
4. Select Add this user as a portal admin to assign a particular user with the profile of portal admin. The portal admin can manage all the surveys in the department and perform all the portal setup activities.
   
5. Click Save.
   

To assign users to departments with specified roles:

1. Select a department in the Department dropdown list.
   
2. Select a role in the Role dropdown list.
   
3. Click + to assign more departments with roles.
   
4. Click X to remove department associations.
   
5. Click Save.
   

To edit the users and their roles in your portal:

1. Hover over the user you want to edit in your portal and click .
   
2. Click Edit.
   
3. Select Add this user as a portal admin to assign a particular user with the profile of portal admin. Note: Selecting this disables the rest of the procedure.
   
4. Select a department in the Department dropdown list.
   
5. Select a role in the Role dropdown list.
   
6. Click + to assign more departments.
   
7. Click X to remove department associations.
   
8. Click Save.
   

To deactivate a user:

1. Hover over the user you want to edit in your portal and click .
   
2. Click Deactivate.
   
3. Click Confirm in the dialogue box that follows.
   

To activate a user:

1. Hover over the user you want to edit in your portal and click .
   
2. Click Activate.
   
3. Click Confirm in the dialogue box that follows.
   

To delete a user:

1. Hover over the user you want to edit in your portal and click .
   
2. Click Delete.
   
3. Click Confirm in the dialogue box that follows.