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

With SureDash v1.4.0, a new user role called Portal Manager was introduced. This role lets you give trusted users control over your SureDash portal, without granting them full WordPress admin access.

Think of a Portal Manager as your co-pilot. They help manage and organize your portal, handle spaces and content, and keep everything running smoothly, while you retain complete control of your website.

Why You May Need a Portal Manager

As your community grows, managing everything alone can become challenging. Portal Managers can:

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

They’re especially useful for teams, agencies, or community managers where multiple people need access to manage Spaces, users, or content.

What Can a Portal Manager Do?

A Portal Manager has the following capabilities:

• Spaces: Create, edit, update, and delete Spaces
  
• Community Posts: Create, edit, update, and delete Community Posts
  
• Community Content: Create, edit, update, and delete Community Content
  
• Portal Layout: Manage and customize the SiteEditor Portal Layout
  

This means they can take care of most portal management tasks without affecting the main WordPress site.

Admin vs. Portal Manager

Here’s how the Portal Manager role differs from a WordPress Admin:

In short, the Portal Manager focuses only on your SureDash portal, while the Admin manages the entire WordPress site.

How to Assign a Portal Manager Role

You can assign the Portal Manager role to a user in a few easy steps:

1. Go to your WordPress Dashboard.
2. Navigate to Users > All Users.
3. Select the user you want to make a Portal Manager and click Edit.
4. Under Role, change it to Portal Manager.
5. Click Update User to save the changes.

Once assigned, the user will instantly get access to manage the portal and receive portal-related notifications.

What Do Portal Managers See?

After being assigned, Portal Managers can:

• Access most SureDash admin settings
• View and manage Spaces, Users, and Community Content
• Receive important system notifications
• Get alerts when new content is added, edited, or deleted in Spaces

They do not have access to billing or license information, keeping your site secure.
More alerts and management tools will be introduced in future updates.

Conclusion

The Portal Manager role offers a safe and flexible way to share portal management responsibilities without giving away full admin access. It’s perfect for teams, communities, and businesses that want to delegate work while keeping their website secure and well-organized.

If you need help setting up the role or have any questions, feel free to reach out to our support team. We’re always happy to help!