*Important: We can provide Manager access for up to 3 contacts on an account, but they must request it so we have a record that they can see all cases for the account and not just their own. *
Step 1 – Find the contact that needs Portal Access enabled through the “Related Contacts” for the company. Click on their name (highlighted in yellow below) to bring up with Contact information page.
Step 2 – Click “Enable Customer User” at the top right of Contact Information page.
Step 3 – Change “User License” to read “Customer Community Login” and change “Profile” to read “Bold Customer Community Login Manager”.
Step 4 – Click “Save” at the top of the page to save all changes. Manager level access has now been enabled.
