How do I select/modify Portal Access Level in enrolments?

This screen takes the information from all registered Households and compiles a list of contacts for that student. Additional Contacts may be entered here who are not part of a household but have a relationship with that student.

Note: Household contacts need to be setup first.

Step 1.      Before entering new contacts, you can:

•   Change the priority order of contact, click and drag on the handles () in front of a name to move them up or down (change the order of) that contact on this list. Family members will be contacted by this order (first to last).  
•  View & edit the details for the Contacts, click on More Details  button to the right of the contact.

• Portal Access Level for that contact can be set to no access, Level 1,2 or 3. Portal Levels are defined in Enterprise Setup > Contact Permissions. Level permissions can be defined for each group.
• You also have the option to set a custom access for this contact for the Portal. There may be unique situations where the 3 levels do not meet the requirements for this contact.
• Edit Contact Permissions – enables modification to permissions granted for household member and associated contacts.
• Portal Access level > select a level and Save. 
• You can Set Customer Levels for this contact also if a default level doenst match your requirements. 

• Tick individual modules you wish this person to have access too, then click Save.