The Lite User Portal allows Lite Users who are designated team to manage the Entities and Contacts that are attached to their user account. It also allows any Lite User to manage credentials request that have been made to them from their To-Do List.
Turning on Lite User Portal
Managing Entity & Contact Profiles
Completing Credential Requests
Turning on Lite User Portal
To turn on the Lite User Portal go the the Admin section of Folio, then click on Lite User Settings:
On this screen select Edit:
Then on the Edit screen tick the box where it says Lite User can Manage Entity & Contact Profiles:
Then click Update.
Managing Entity & Contact Profiles
After this option is turned on, when a Lite User who has been designated a Team Leader logs into Folio they will see two new tabs at the top of the screen, Entity Profile and Contacts Profile:
If they click on Entity Profile they will be taken to the Details screen for their associated Entity, which they can then Edit by clicking on the Edit button:
They can also click on the Credentials tab to view the status of any credentials attached to this Entity:
Note that they can only view credentials, they cannot request or edit them.
Similarly if they click on Contacts Profile they will be taken to a list of all of the Contacts attached to their associated Entity:
Clicking on one of these Contacts will take them to a Details screen where they can Edit the details, or view credentials:
A Team Leader can also Create, Activate and Deactivate Contacts for the Entity he belongs to.
They will see the +Create Contact button on the Contacts list screen of the Entity and will be able to click on it to create contacts.
They will also be able to activate and deactivate contacts by selecting the contact which will expose him the tools icon with these two options.
Completing Credential Requests
Any Credential Requests that have been made to a Lite Users associated Entity or Contact will appear in that Lite Users To-Do List:
The Lite User can then complete the request by clicking on the Submit button and filling in the details of that credential: