<< Click to Display Table of Contents >> Navigation:  Subscription & User Management > Portal User

Select Portal User tab to manage portal users.

 

 

 

 

 

 

 

 Create New User/Edit User

 

 

There is two major difference between portal users and Salesforce users. Portal user has no Salesforce account. Therefore, you have to select an existing Salesforce account which has to create an Authentication (OAuth) with Report Upgrade. To create a new one, click on Create Authorization link to go to https://www.reportupgrade.com/connectwithoauth.aspx to authorize Salesforce data access.

 

The other major difference is assigned values for Portal User. You can assign specific values to a Portal User to serve as a data filter. For example, a partner should only see the data associated with their company. You can add a value to this partner user then use that value inside the report/dashboard filter to limit the data display.