Overview
This screen enables your internal team members to track and manage activity in the client portal. Portal users can be assigned to one or more clients. Upon login, they’ll see leads from their assigned clients in one unified view. This feature is ideal for businesses distributing leads to intercompany sales teams.
Creating a Portal User
Navigate to Portal Users under the Outbound section in the left-hand menu.
Click Create to open the user creation popup.
In the User Details form, enter required information such as name, email, and credentials.
In the Permissions section, select all clients this user can access.
Save to generate login credentials for client portal access.
Access & Permissions
Portal users will only see the leads delivered to their assigned clients.
Permissions are managed per user, enabling role-based access without overexposure.
Note: To allow additional client-side portal users, they must be created from within the Client Portal itself. You can find more information in this article on the Client Portal.
Use Case
Create separate portal users for internal departments or teams who need insight into client lead data without using client credentials directly.
Summary
Use the Portal Users screen to create and assign internal accounts for client portal access. Each user sees only assigned clients’ leads, offering secure visibility for internal teams. To add client-side portal users, handle that within the portal interface.