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Compliance - Adding Users for the DNC Portal

Ensure you are compliant with DNC (Do Not Contact) list request by prospects and leads.

Gabriel Buck avatar
Written by Gabriel Buck
Updated over a week ago

Overview:


This feature allows administrators to add users who can access the Do Not Contact (DNC) Portal, typically external or limited-access users who don’t need full ClickPoint access but should be able to manage DNC entries. Navigate to More → Settings → Compliance→ Do Not Contact Portal.

Key Functionality:

  • Portal Users Without Full Access – Grant DNC portal rights to individuals without provisioning full platform permissions.

  • User Creation / Credentials – Assign email and password for portal login.

  • User Privileges Configuration – Specify rights for adding, editing, exporting, and removing DNC entries.

  • Save & Persist Settings – Ensure that new users’ privileges persist and can be managed later.

How to Use This Feature:

Navigate to the DNC Portal Setup

  1. Go to More → Settings → Compliance→ Do Not Contact Portal.

  2. Select Step 1: Setup Do Not Contact Portal.

 Accessing Do Not Contact Portal in the ClickPoint solution

Add a New DNC Portal User

  1. Click Add User.

  2. Enter the user’s email address and password.

  3. Configure their permissions:

    • Add entries

    • Edit entries

    • Export entries

    • Remove entries

  4. Click Save User to persist the configuration.

 Add User

Best Practices:

  • Use strong, unique passwords for DNC portal accounts.

  • Only grant minimal required permissions (principle of least privilege), for example, only “Add” or “Edit” if export/remove is not necessary.

  • Periodically audit portal users and disable or remove accounts no longer in use.

  • Communicate with your compliance or legal team to ensure roles align with your company’s DNC policies.

Troubleshooting:

  • Cannot add a user / Save User button disabled
    → Confirm all required fields (email and password) are populated and valid.

  • User cannot log in to the portal
    → Verify credentials, and confirm the portal URL is correct and active.

  • User’s permissions too broad or insufficient
    → Edit the user and adjust their privileges (add, edit, export, remove) appropriately.

  • Users persist after removal
    → Ensure Save was clicked after making changes, and check for cached sessions or permissions override.

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