How to Roll Forward Compliance Users

Rolling Forward Users for an Individual Plan

1. Select the Portal Module of the desired plan.
2. Click the Menu icon (three vertical dots) on the right-hand side of the screen.
3. Choose 'Bring Forward Compliance Portal Users' from the menu.

 Rolling Forward Users for All Plans

1. Navigate to the Global Dashboard (WK logo > ftwPortalPro > Global Dashboard).
2. Click the Menu icon (three vertical dots) on the right-hand side of the screen.
3. Select 'Bring Forward Compliance Portal Users.' This action will pull forward all users across all plans.