Password protected portals allow you to limit access to conversation data and takeaways to only those who you have given permission to. To see that information, a visitor will need to be logged into their account and be a Member of your team. If they are not logged in or haven't been given access, they'll be presented with a login page for our platform.
Here's how you can grant access to portal visitors.
- From the homepage, click Settings in the left-side navigation bar.
Here you'll see a list of your organization's team members. You can view their name and email, their access level, their activity status, and when their account was created.
- Click Add.
- Type the name and email of the person you want to give access to your portal. Do not give them any additional access to your conversation data. When finished, click Add.