What Are Portal Managers and How to Set Them Up in SureDash

In SureDash, Portal Managers are users who help you manage your portal effectively. Think of them as your team’s co-pilots—they get access to important admin features so they can help maintain and organize your portal.

Why You May Need a Portal Manager

As your portal grows, you may not want to manage everything alone. Portal Managers can:

• Help with organizing content and spaces
• Support in monitoring user activity
• Get admin-level notifications about portal updates
• Ensure the portal stays tidy, up-to-date, and easy to navigate

They’re especially useful when you’re running a large team or a community where multiple people need access to settings and user management.

How to Set Up a Portal Manager

You can assign Portal Manager roles in just a few steps:

1. Log in to SureDash and click Settings in the left sidebar.
2. Under Settings, navigate to the User Settings section.
3. In the User Settings section, select User Roles.
4. Find the user you want to assign as a Portal Manager.
5. Click Save in the top-right corner, and they’ll instantly get access to manage the portal and receive admin notifications.

What Do Portal Managers See?

Once assigned, Portal Managers can:

• Access most admin settings
• View and manage Spaces, Users, and Content
• Receive important system notifications

They won’t have access to billing or license information unless granted additional permissions.

That’s it! You’ve successfully set up a Portal Manager to help manage your SureDash portal. If you need any further assistance or have any questions, feel free to reach out to our support team. We’re always here to help!