"Rights-Holders Portals" offers a secure and user-friendly platform for Rights-Holders to stay informed on their royalty information. This feature grants Rights-Holders access to their royalty statements, financial operations, payments, and sales analytics data, ensuring they have all the necessary information at their fingertips.
To connect a portal, go to https://reprtoir.io/portal. For security and privacy reasons, only a portal user can connect to it. As a Reprtoir user, you can filter data in the Workspace to access the same data.
To customize Rights-Holder Portals, visit Rights-Holders Portals settings.
The Rights-Holders Portal Accounts List displays several columns by default, including:
|First Name||The First Name of the Portal User|
|Last Name||The Last Name of the Portal User|
|The Main Email Address of the Portal User|
|Associated Rights-Holder||The Rights-Holder associated to the Portal User|
|Last Seen||The Last Time the User logged to the Portal|
|Creation Date||The Creation Date of the Portal Account|
You can add or remove additional columns using the optional Custom Columns feature.
To create a new Rights-Holder account, go to the navigation menu on the left, open the "Royalty Management" section, and click on the "Portal Users" list. Then click the orange button "New Portal User" at the top right of the list.
This will open a pop-up window to enter the data needed to add a new Portal User:
|First Name *||Enter the First Name of the User (Mandatory)|
|Last Name *||Enter the Last Name of the User (Mandatory)|
|Email *||Enter the Email of the User (Mandatory)|
|Organization *||Select the Organization this User will use the portal for (Mandatory)|
|Allowed Rights-Holders *||Specify the Rights-Holder(s) you want this User to have access to (Mandatory)|
To record the new Portal User, click the orange "Save" button at the bottom right of the pop-up window. The new Portal User will be immediately available in the "Portal User" list. To stop the action, click on the grey "Cancel" button next to it.
Good to know
Upon save, the system immediately sends an email to the User inviting them to connect their account.
To edit a Company, go to the navigation menu located at the left of the Workspace, click on the "CRM" icon, browse to the "CRM" section, and click on the "Companies" list.
Please find the Company to edit in the list and click on its name. This will open the Company panel.
Click on the "Edit" button at the top right of the list. This will open a pop-up window at the right of the Workspace to edit the Company metadata.
To save, click the orange "Save" button at the bottom right of the pop-up window.
Click the grey "Cancel" button to cancel the action.
To delete a Company, go to the navigation menu located at the left of the Workspace, click on the "CRM" icon, browse to the "CRM" section, and click on the "Companies" list.
Find the Company to edit in the list and click on its name. This will open the Company panel.
Click on the arrow icon behind the "Edit" button at the top right of the list and click on "Delete".
This will open a pop-up browser alert at the top of the Workspace.
To stop the action, click the "Cancel" button.
Click on the "OK" button to confirm the deletion.
Be careful, Rights-Holder Portal Account will be irreversibly deleted.
Updated 6 months ago