Client Portal User Permissions
Introduction:
There are 4 roles you can assign to a Client Portal user: User, Accounting User, Manager and Admin. This KB article outlines the differences between those roles, and how you can change the role of a Client Portal User.
Role Details:
| Role | Can View Their Tickets | Can View the Chats Tab | Can View Tickets Across Multiple Companies | Can View Other User's Tickets | Can View the Invoices Tab | Can View Invoices Across Multiple Companies |
| User | Yes | Yes | No | No | No | No |
| Accounting User | Yes | Yes | Yes | No | Yes | Yes |
| Manager | Yes | Yes | Yes | Yes | Yes | No |
| Admin | Yes | Yes | Yes | Yes | Yes | Yes |
Assigning a Role to a Client Portal User:
- Navigate to Client Portal -> Portal Users
- Select your Client Portal configuration from the drop-down menu
- In the Actions column, click the pencil icon
to edit the Portal User
- In the Role drop-down menu, choose the Role you want to assign to the user
- Click the Update button