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English
  • B2B Data Exchange 10.2
  • All Products

Table of Contents

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  1. Preface
  2. Product Overview
  3. Security
  4. Applications
  5. Partner and Account Information
  6. Events
  7. Event Archiving
  8. User Policies
  9. Schedules
  10. B2B Data Exchange Administrative Tasks
  11. On-boarding Checklist Template
  12. System Properties
  13. Repository Management
  14. Document Management
  15. B2B Data Exchange Utilities
  16. Dashboard and Reports Management

Administrator Guide

Administrator Guide

Back Next

Managing Portal User Groups

Managing Portal User Groups

Manage portal user groups in the
Portal User Groups
 page of the Operation Console.
If you do not assign a portal user group to a portal user, the portal user can only view the Dashboard in the Partners Portal.
  1. In the Navigator, click
    Administration
    Portal User Groups
    .
    The
    Portal User Groups
     page appears.
  2. Choose to create, edit, or delete a portal user group.
    • To create a portal user group, click
      New User Group
       and configure the privileges.
    • To edit a portal user group, click the name of the user group that you want to edit, or the
      Edit
       icon next to the user group, and change the privileges.
    • To delete a portal user group, click the
      Delete
       icon next to the user group that you want to delete and confirm the deletion.
  3. To assign privileges to a portal user group, in the Privileges tab select the privileges to assign.
    • To assign the portal user role, select
      Portal User Role
      .
    • To view the Dashboard in the Partners Portal, click
      View Dashboard
      . Alternatively, to assign all Dashboard privileges, click
      Dashboard
      .
    • To view the Event List in the Partners Portal, click
      View Event List
      . Alternatively, to assign all Event List privileges, click
      Event List
      .
    • You can set the following message profile privileges in the Partners Portal:
      • To view message profiles, click
        View Message Profiles
      • To edit message profiles, click
        Edit Message Profiles
        .
      • Alternatively, to assign all privileges, click
        Message Profile
        .
    1. To assign the portal user role, select
      Portal User Role
      .
      You cannot save the portal user group without assigning the portal user role.
    2. To view the Dashboard in the Partners Portal, click
      View Dashboard
      . Alternatively, to assign all Dashboard privileges, click
      Dashboard
      .
    3. To view the Event List in the Partners Portal, click
      View Event List
      . Alternatively, to assign all Event List privileges, click
      Event List
      .
    4. You can set the following message profile privileges in the Partners Portal:
      - To view message profiles, click
      View Message Profiles
      - To edit message profiles, click
      Edit Message Profiles
      .
      - Alternatively, to assign all privileges, click
      Message Profile
      .
    5. You can set the following endpoint privileges in the Partners Portal:
      - To view endpoints, click
      View Endpoints
      .
      - To edit the password for organization hosted FTP or FTPs endpoints, click
      Change Password
      .
      - Alternatively, to assign all privileges, click
      Endpoint
      .
    6. You can set the following file exchange privileges in the Partners Portal:
      - To view file exchanges, click
      View File Exchange
      .
      - To download files from the portal, click
      Download Files
      .
      - To upload files to the portal, click
      Upload Files
      .
      - To delete files on the portal, click
      Delete Files
      .
      - Alternatively, to assign all privileges, click
      File Exchange
      .
  4. Click
    Save
    .
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