First you will need to create the Director level user if you haven't already by following our article on user management

1. Once the user is created you will log-in to GovOS Studio and using the Permissions Modal you will give them the ability to View Forms (if they need to manage portals) and View Submissions (if they will need to see the data as well)

2. Then you will want to click on the Portal button in the top left corner to access the Portals Manager and then go to the following URL https://yourgovernment.seamlessdocs.com/sc/admin-account/users (you will replace your government with your subdomain). From here you can then click on the 'gear' icon to the right of the user. In their profile there will be a Settings section you will want to give them access to the site so it looks like this:

Then they will now have access to the site and can manage it accordingly. Once they log-in they will see a list of all the forms and folders and once they see the form they want to use they will double click on the name of the form and this will open the Pipeline which is the view of all submissions.

They can also now help to Manage the Portals Manager.

Did this answer your question?