How to View (& Share) a Contact's Portal

Step-by-Step Walkthrough

1. Navigate to the "Contacts" page.

2. Locate the specific contact's name.

3. Click on the three dots next to the contact’s name.

4. Select "view contacts portal" from the menu.

   --Alternatively, click into the contact’s name.

   --Click on the three dots in the dark blue bar.

   --Select "view contacts portal."

5. Observe the content that the contact has access to, noting any campaigns or materials relevant to them.

   --Be cautious not to answer any questions as it may involve doing the contact's work.

   --To review answers provided by the contact, only access content that is marked completed (it will have a check mark indicating completion).

   --If you want to see detailed answers, refer to our videos covering Reports or Campaign Stats

How to Share a Portal Link

After following the Steps listed above:

1. Note the URL change when navigating in a contact's learner portal

2. The link you see belongs to the contact.

3. To share the contact’s portal, click "copy" to obtain the link to the page you're on in the contact's portal.

   --Share the Contact's link only with that contact.

   --If sharing with another contact, copy and share the universal link instead.