Article

Add a Portal Publisher

Summary:

This article describes how to add a Portal Publisher

More Information:

This article shows how to assign a Portal Publishing Licence to an existing Virtual Cabinet User.

Note – To perform these steps, you will need to be a Portal Administrator with access to the Portal Area of the Admin Tab, if you don’t know who your Portal Administrator(s) is/are, a Virtual Cabinet user with access to the Portal Admin area will be able to find out by following the steps below:

A. Firstly, the User will need to launch Virtual Cabinet and go to the Admin tab.

B. Under the “Portal” Section, click on the “Company Administration” option.

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C. This will open a “Company Administration” window, you will then be able to see the “Portal Administrators” under the “Administrators” area as shown below.

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To assign a Portal Publishing Licence to an existing Virtual Cabinet User, follow the steps below:

  1. Firstly, the Portal Admin will need to launch Virtual Cabinet and go to the Admin tab.
  2. Under the “Portal” Section, click on the “View Publishers” option.
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  3. This will open a “Publishers” window with a list of currently active Virtual Cabinet users.

    (a) Scroll to the User that you want to assign a Portal Publishing Licence to, then click on the “Enable” box on that row.
    (b) Type the User’s E-mail address into the now unlocked “Email address” field on that row.
    (c) Click “Save & Close” to add the Publisher. Assuming that you have an available Portal Licence and are a Portal Administrator this will then send an automated activation e-mail to the address entered in Step B. The User just needs to follow the steps as per the activation e-mail, and then next time they log into Virtual Cabinet, they’ll find that they have the “Portal Publishing” ability.

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Note: Being an Admin user in Virtual Cabinet does not automatically grant Portal Admin access. Portal Admin is a separate permission controlled by the VC Support team. To request Portal Admin access or transfer it to another user, please contact Virtual Cabinet Support.

 

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