Preview Groups and Permissions

Portal Administrators have the ability to Preview the Konvert™ portal in three different ways. These are valuable tools to ensure the proper permissions and/or assignments have been made.

In this article, we will explain how to:

  • Access the Preview Groups & Permissions screen
  • Preview the portal as though you were a member of a particular Group
  • Preview the portal as though you had been assigned specific Account or Administrative Permissions at the Group level
  • Access the Preview a User documentation

ACCESS THE PREVIEW GROUPS AND PERMISSIONS SCREEN

To access the Preview Groups & Permissions screen, click your user name near the upper-right corner of any screen. A menu with a Preview Permissions option (Fig. 1) will appear.

Figure 1. The Preview Permissions menu option
Figure 1. The Preview Permissions menu option

After selecting Preview Permissions from the menu, the Preview Groups & Permissions screen will appear (Fig. 2).

Figure 2. The Preview Groups & Permissions screen
Figure 2. The Preview Groups & Permissions screen

PREVIEW THE PORTAL AS A MEMBER OF A GROUP

To preview the portal as a member of a particular Group, click the Preview by Group(s) button on the Preview Groups & Permissions screen (Fig. 2, above) and the screen will expand to show more options (Fig. 3).

Figure 3. The expanded Preview Groups & Permissions screen with Preview by Group(s) selected
Figure 3. The expanded Preview Groups & Permissions screen with Preview by Group(s) selected

From the pop-up menu, select the Group you would like to preview and click Save. A red Preview Mode banner will appear across the top of the screen (Fig. 4). You can navigate anywhere in the portal while in Preview Mode. When you are done, click the Stop Preview button near the top-right corner of the screen (Fig. 4).

Figure 4. The Preview Mode banner and Stop Preview button.
Figure 4. The Preview Mode banner and Stop Preview button.

PREVIEW THE PORTAL BY PERMISSIONS

To preview the portal as though you had been assigned specific Permissions, click the Preview by Permission(s) button on the Preview Groups & Permissions screen (Fig. 2 or 3, above) and the screen will expand to show more options (Fig. 5). Permissions are assigned at the Group level.

Figure 5. The expanded Preview Groups & Permissions screen with Preview by Permissions(s) selected
Figure 5. The expanded Preview Groups & Permissions screen with Preview by Permission(s) selected

Check the box(es) next to the Permissions you would like to preview, then click the Save button near the bottom of the screen. A red Preview Mode banner will appear across the top of the screen (Fig. 6). You can navigate anywhere in the portal while in Preview Mode. When you are done, click the Stop Preview button near the top-right corner of the screen (Fig. 6).

Figure 6. The Preview Mode banner and Stop Preview button.
Figure 6. The Preview Mode banner and Stop Preview button.

ACCESS THE PREVIEW A USER DOCUMENTATION

The Konvert™ portal can also be previewed as though you were another user. To learn more, read the Preview a User documentation.