From Portal you can access Site Admin and begin editing your Site Pages, WebApps, Modules, CRM Forms and more.

Where can you do this?

While viewing 'All Sites', click the pencil icon to the right side of the row, on any existing Site to open the Admin of this Site taking you to your dashboard where you can build from.


You can also click on the Site name,  bringing you to your 'Site Details' and to the right above the Site information, is a button that says 'Admin', click this to edit your Site.

If a Client User or external Partner has not already been invited to be a user on the Site and therefore edit the Site, they will be unable to access it.

Any staff within your own Agency will automatically have access.

Related Documents:

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