Configuring K2 Portal

Select from the following to help configure the K2 Portal functionality:

Roles and Permissions

The permissions applicable to the K2 Portal are described in the following table:

Permission…	Allows users to...
AsbestosComponent	View asbestos components.
Building	View building records.
Business Unit	View business unit records.
Contact	View contact records.
CoreReport	Access the core reports
Document	View and upload documents.
Floor	View floor records.
Job	View, create, and update jobs.
Notebook	View, create, and update notes.
NotificationList	View any workflow steps or alerts that are pending interaction by the user.
Order	View, create, and update work orders.
Programme	View, create, and update programme data.
Project Budget	View, create, and update project budgets.
Project Item	View, create, and update project items.
Project Plan	View, create, and update project plans.
Projects	View, create, and update a project.
ProjectsForecast	View, create, and update project forecasts
ProjectsScopeOfWorks	View, create, and update the project scope of works.
ProjectTeam	View, create, and update project teams.
RestrictionAndWarning	Access Restriction and Warning.
Room	View room records.
Site	View site records.
Zone	View zone records.

Refer to Managing Roles for further information.

System Settings

The following settings should be considered for the K2 Portal functionality:

All items in Managing Portal Options system settings (accessed by navigating to Tools > System Options and then clicking the Portal Options button)

Setting Up a Contractor

Contractors are required to be set up to be able to view and manage orders and jobs in the K2 Portal.

For a user to be set as a contractor in K2 Portal, the user is required to:

Have a contact record
The above contact record must be linked to an agency that has:
- An active Purchase Ledger
- The Approved check box selected
- The Contractor check box selected
Refer to the following for further information:
Be linked to a K2 user with the following modules assigned:
- Core module
- Portal Contractor
- Portal Core
Refer to Assigning Modules to a User for further information.
Have one or more relevant permission roles
Refer to Assigning Roles to a User for further information.

Contractors do not need a physical location assigned to them to use the K2 Portal.

Setting a Customer Logo

A customer's logo can be inserted into the Portal installation path in Content\Images\CustomerLogo to display in the top right-hand corner of K2.

The file name must be named 'Logo.png'.

The image will be the Tribal Group PLC logo by default before being changed.

The image should be at least 270x55 pixels and will automatically be resized if it is too large.

Setting Up Customer Header Text

Header text can be amended in the Portal installation path in Content\CustomLayout to update banner text in K2.

The header should be a maximum of 105 characters or 35 characters when the header has been split into 3 sections.