Adding chapter portal access in Fonteva

Owned by Ann Turner
Nov 23, 2020
2 min read

Follow the steps below to give component staff access to their chapter portal.

Step-by-step guide

In Fonteva production site, go to Contact’s record

Go to drop-down on the right and select ‘View Customer User

On Setup Users screen, select Edit


Update the Nickname to the user’s name (first and last name)



Set User License as ‘Customer Community Plus Login’




Set Profile as ‘AIA Component’



Select 'Save'

Go to the Community Group in Fonteva



NOTE: Some users cannot see Portal Access from Contact’s record. The steps below can be done on the Contact’s Related tab if you have access

Go to 'Related 'tab and scroll to 'Portal Access'

Select 'New'


Search for Contact and select. For Portal Access, select ‘Read’

Select 'Save'


Go back to Contact record. Go to drop-down and select ‘Login in to Community as User’



Select 'Chapters'

View to confirm you can see the Community Group listed as available in the Chapter Portal.