Portal User permissions for the Compliance module may be accessed from within the Compliance module as shown below or from the Edit Portal User screen under the Compliance tab within the Portal Module.
From within the Compliance Module under the Compliance Menu>Census> Portal Files, Edit Portal Users:
From here the compliance tab of the Edit Portal User screen will populate. For users to be able to edit the Census directly in the portal, ensure the ’Edit Census Worksheet’ is set to yes. (The Census Worksheet (download) and Census worksheet (upload) options may be set to ‘Yes’ to allow users to download, edit and return the .CSV file).
Ensure the 'Save Changes' button is selected before closing the window. 
Please note: for the portal user to open and edit the census within the portal, the template must match a grid available within the compliance module dropdown list. If the format does not match, the user will receive the following error message:
After selecting the “Invite XX to the portal”, the portal user will see the option to ‘Edit Census Worksheet’. Each cell of the spreadsheet is editable. Participants may also be added or removed within this screen
After editing the census, the portal user will need to select the “Save Changes” before navigating away from the page. Once completed selecting the 'I’m Done' done button will and submit the census.
Once selected the user is asked to confirm their selection:
Selecting 'I’m Done' pushes the updated census to the plan as census (Upload). The portal user will not be able to make any additional changes after pressing “I’m Done”. If changes are needed, the census (Upload) file will need to be removed and the portal user re-invited.
