STAGE:
Development
PROJECTED DONE:
Q2 - 2026
TABLE OF CONTENTS:
    Access Portal

    Ability to Switch Access Portal Users to Account Users

    STAGE: Development
    PROJECTED DONE: Q2 - 2026
    TABLE OF CONTENTS:

      Sometimes there are users whose needs and privileges evolve over time, from just needing to submit meeting requests and view reports to being more involved in aspects of meeting planning or onsite execution. That's why we're developing an improved way for you to switch Access Portal Users to Account Users.

      Administrators and portal managers will be able to switch an Access Portal user to an Account User and select the desired user role for this user to have, once converted. The new Account User will maintain all of their historical membership to Access Portals, their submitted requests, and all of the reports and other content that's been published to them in the Access Portal.

      TABLE OF CONTENTS:
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