Upgrade a CWR User to EP

Assessor accounts in Anthology Portfolio are typically created with CWR codes, which means that the users will not have authoring permissions. If you would like to add authoring permissions to a pre-existing user, you may purchase With EP codes by emailing Anthology Portfolio to request them. Once you have acquired the appropriate code(s), please follow the instructions below to upgrade a CWR user to an EP user.

Step 1: Access Codes

Step 1: Access Codes

1. Click on the Main Menu icon.

2. Select Users & Groups.

3. Select Codes.

Step 2: Locate "With EP" Code

Step 2: Locate "Up to EP" Code

4. Under the Bulk Registrations heading, locate an With EP code.

5. Use its Actions menu to select Upgrade Users.

Step 3: Select Users to Upgrade

Step 3: Select Users to Upgrade

6. Select the Department which contains the user(s) that you would like to upgrade.

NOTE: If you are not certain of which department(s) they have membership in, select All Departments.

7. Locate the user in the middle column and click on their name to select them. Click on the Add Selected button or Drag-and-Drop the user into the third column.

8. Click Save.

Step 4: Upgrade Confirmation

Step 4: Upgrade Confirmation

The upgraded user(s) will be confirmed in green.