Portal Access Roles

MTC

We haven't yet setup client access and was testing with a dummy client. I couldn't find any mention in the Docs or the forum on what the different roles there do. Can I get a quick run down of how those work?

Alan

Roles are, I believe, still in development

wrongecho

Roles are very much still in development, and are only used currently on the agent side.

For the client portal, you can mark a contact as billing or technical. Billing let's them see quotes and invoices and setup auto pay. Technical let's them see all tickets, manage other contacts and see certain shared documents.

We will probably expand roles to replace technical/billing contacts in the future but for now the technical/billing bullet point in the contact page docs is still accurate for access.

MTC

Thank for the info. When I leave the billing and technical unchecked it appears that I can still view billing and technical options in the portal which was a bit confusing. I will do some most testing.

wrongecho

MTC That doesn't sound right.. Are you testing with the primary contact, as they'll have full access to everything?

MTC

wrongecho That's exactly what I was doing. I totally forgot reading about that. Thank you for clearing that up for me.