Managing Portal Roles

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A portal user can be a customer or vendor of your company. Administrators can define roles and set permissions for portal users by providing access to a few modules and restrict permission to other modules. The administrator can specify access to Accounts, Documents, and Projects modules.

For example, consider a contact related to an account. This contact can view details pertaining to his account only.

This contact can:

View account records, contact details, service contracts, assets, tickets, ticket activities, documents, project records, document modules, and document stores related to his account
Add tickets and documents

This portal user is restricted permission to edit and delete any information.

The Manage Portal Roles section enables the administrator to specify these permissions.

Note: As per the license agreement, the number of active users for this system is restricted to five, however, portal users bypass this license agreement.

To specify permissions for portal users, click Manage Portal Roles, as shown in Figure 1.

 

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Figure 1 Viewing the Admin Page

The View Portal Roles page is displayed, as shown in Figure 2.

 

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Figure 2 Viewing the View Portal Roles Page

Adding New Portal Roles

You can define new portal roles by specifying the permission to access the modules.

To add a new portal role:

1.Click Add New Portal Role, as shown in Figure 2.

The Add Portal Role page is displayed, as shown in Figure 3.

 

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Figure 3 Viewing the Add Portal Role Page

2.Enter name in the Portal Role Name field, a short description, and specify the permissions.

You can specify the permissions for the Accounts, Projects, and Documents modules.

3.Click Add.

The View Portal page with the name of the newly defined portal role is displayed, as shown in Figure 4.

 

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Figure 4 Viewing the Newly Created Portal Role