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      Portal Settings

       
       

      Organizations are a Paid Feature. To access paid platform features, please speak to your Innovation Consultant.

      Who can do this? Site Admins & Portal Admins


      When Site Admins & Portal Admins are on the the Portal page, they see the Settings section. Here they can add and remove Portal admins and assign colours to status of swimlanes.

      Settings for Roles

      1. Go to your portal as a Site Admin.

      2. Find the Settings section on the left panel

      3. Select the Roles tab
      4. Select Add members to find users and add them as a Portal admin
      5. To remove a Portal admin find the user in the list, select the 3 dots in the Action column and then Delete
       

      Settings for Workflow

      1. Go to your portal as a Site Admin.

      2. Find the Settings section on the left panel

      3. Select the Workflow tab
      4. In the Colors column select your chosen color for each Swimlane
      5. Select Save Changes
      6. These color changes will now be reflected when you go to the Workflow area