Access Control

Control who gets access to the portal and what level of access they get

There are three access levels that can be granted to your customers' users.

No Access

End users with no access will not be able to login to the portal. You or customer admins can revoke access for a user at any time.

Member

Members are able to see and manage just tickets they have submitted in the portal - not tickets submitted by their coworkers.

Members also cannot change the roles of their teammates and cannot invite additional teammates into the portal.

Admin

Admins can see and manage tickets submitted across their organization.

Admins can also change the role of their teammates and invite additional users into the customer portal.

Custom Contact Roles

Custom Contact Roles allow you to define granular permissions for different types of portal users. Each contact can be assigned a role that determines their level of access to issues, other contacts, and tasks within the portal.

Navigate to the Contacts section and select Manage Portal Roles to view and configure both default and custom roles for your portal.

Permissions

Each role has three main permission areas:

• Issues - Control access to support issues

• Contacts - Manage visibility of other portal users

• Tasks - Define task viewing and interaction permissions

Access

Each permission area supports different access levels:

• Editor - Full read and write access

• View Only - Read access without editing capabilities

• No Access - No visibility or interaction