Customer Portal Permissions

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Portal User Permission Groups

Portal user permission groups allow you to access relevant features within the customer portal.

Permission group ➡ Permission ⬇	Point of Contact	HelpDesk User	Accounting	Administrator	Relevant Docs Page
Account Overview – View	✔		✔	✔	Account Overview
Assets – Run Script		✔		✔	Assets
Assets – View All	✔		✔	✔	Assets
Assets – View Mine	✔	✔	✔	✔	Assets
Attachments – View Public	✔	✔	✔	✔	Attachments
Credentials – View All	✔			✔
Credentials – View Mine	✔	✔	✔	✔
Customer Portal – Access	✔	✔	✔	✔	Customer Portal
Documentation – View Public	✔	✔	✔	✔	Customer Documentation
Estimates – View All	✔		✔	✔	Estimates
Estimates – View Mine	✔		✔	✔	Estimates
Invoices – Pay Online	✔		✔	✔	Open Invoices
Invoices – View All	✔		✔	✔
Invoices – View Mine	✔		✔	✔
Payments – View All	✔		✔	✔	Recent Payments
Payments – View Mine	✔		✔	✔	Recent Payments
Privacy Settings – Manage	✔	✔	✔	✔
Stored Payment Options – Add ACH Profile			✔	✔
Stored Payment Options – Add Credit Card	✔		✔	✔	Add A Credit Card
Stored Payment Options – Manage	✔		✔	✔	Stored Payment Options
Tickets – Create New	✔	✔	✔	✔
Tickets – Show Status Filters	✔	✔	✔	✔
Tickets – View All	✔			✔	ALL TICKETS
Tickets – View Mine	✔	✔	✔	✔	Open Tickets