How to create an introducer logon for the web portal
This article explains how to give an introducer access to the portal
To begin, ensure the introducer has been created
Then, follow the instuctions for creating or editing a user
Once you have the user screen open
Link the user with an introducer by selecting the introducer from the Introducer dropdown box
The user will now onlybe able to view clients that have come from that selected introducer.
If the introducer is a master introducer to other introducers, the user will be able to view clients associated with any of the parent of child introducers
You can remove the association of the user to the client by selecting the introducer dropdown box and pressing the delete button.
Make sure the Logon To Portal check box has been ticked
Set User Permissions on the Portal
The permissions tab of the user has a portal section.
This allows you to control the permissions each user has on the portal
Add New claim to client permission allows the user to add new claims to the client
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