Managing Public Users Associated with a Professional

You can directly associate a public user with a licensed professional in the licensed professional portlet, and view or edit the public details.

To manage the association between a licensed professional and a public user

1. Navigate to the Licensed Professional portlet and select the licensed professional you want to work with.

   Civic Platform displays the Licensed Professional Details.

2. Click the Associated Public User tab.

   Civic Platform displays the Associated Public User list portlet.

3. Do any of the following:

   • To associate a public user with the current licensed professional:

     1. Click Look Up.

        Civic Platform displays the public user search form.

     2. Use Search to locate the public user you want to associate.

     3. Enter search criteria in the appropriate fields.

     4. Click Submit.

        Civic Platform displays the list of public users that match your search criteria.

     5. Select the public user you want to associate with, and click Connect.

        Civic Platform associates the selected public user with the licensed professional.

   • To view and edit a public user associated with the licensed professional.

     1. Click the Email field of the public user you want to work with.

        Civic Platform displays the public user detail form.

     2. Update any fields as necessary.

     3. Click Save.

        Civic Platform saves your change.

   • To remove the association of a public user with the licensed professional.

     1. Select the public user from which you want to dissociate.

     2. Click Delete.

        Civic Platform removes the association of the public user from the licensed professional.