Managing Public Users Associated with Contacts
To enable a public user account, you must associate it with a reference contact. You can directly associate a public user with a contact in the reference contact portlet, and view or edit the public user details there.
Note:
If a reference contact is inactive, you cannot associate any public user with the contact. If a reference contact is the only contact associated with an enabled public user, you cannot disable the contact. |
To manage the association between a contact and a public user
Navigate to the Contact portlet and select the contact you want to work with.
Civic Platform displays the Contact Details.
Click the Associated Public User tab.
Civic Platform displays the Associated Public User list portlet.
Do any of the following:
To associate a public user with the current contact:
Click Look Up.
Civic Platform displays the public user search form.
Use Search to locate the public user you want to associate.
Enter any search criteria in the appropriate fields. See Public User Search Fields for field definitions. See Using the Search Features for more information about searching.
Click Submit.
Civic Platform displays the list of public users that match your search criteria.
Select the public user you want to associate with the contact, and click Connect.
Civic Platform associates the selected public user with the contact.
To view and edit a public user associated with the contact.
Click the Email field for the public user you want to work with.
Civic Platform displays the public user detail form.
Update any fields as necessary. See Public User Search Fields for field definitions.
Click Save.
Civic Platform saves your change.
To remove the association of a public user with the contact.
Select the public user from which you want to remove the association.
Click Delete.
Civic Platform removes the association of the public user from the contact.