Tag: Access Portal

Access Portal and Planner via Person Details page

• Administrators now have the option to login to the Program Planner and Participant Portal from an individual’s Person Details page.

From the Person Details page, administrators now have the option to login to the Program Planner and/or the Participant Portal as that specific user. This new function allows admin staff to “shadow” the end user and perform all available actions in the Portal and/or Program Planner. Any actions will be logged as “Administrator” actions.

Access Participation Portal to “Shadow” User

From the Person Details page, click on “Access” icon and select “Portal.” This gives the administrator the ability to log into the Participation Portal as that individual. This feature was formerly referred to as ‘Shadow Person.’

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