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Portal Permissions

Having portal permissions would help separate tickets and billing and assets. I would like any of my contacts for a company to be able to submit a ticket but only a few who can view assets and usually only 1 who can view an invoice.
Contacts could have check boxes for what's allowed in the portal.

44 votes
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Rob Lloyd shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →


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  • Rob commented  ·   ·  Flag as inappropriate

    I like the idea of granular permissions, but I think maybe we can get some immediate action from the dev team if a simpler stepping stone is put into place before granular permissions.

    A simple "admin" checkbox at each sub-contact would allow multiple people to see the whole portal, NOT just the customer level contact.

    From a UX perspective, it will be a lot more logical and easier to manage.

    Down the road, absolutely, give more granular permission settings to users.

    I created a separate feature suggestion here:

  • Will Goubert commented  ·   ·  Flag as inappropriate

    Opening, Viewing ticket status, commenting on ticket ONLY would be great. Even if the contact viewing also processes or approves payment - I'd like to see the Portal with granular permissions or simply set up 2 or 3 roles, Admin - sees everything including Invoices, Contracts etc and can act on them, Tickets Only - can see all open tickets, status, etc and can Request Support /new tickets. Once there is a ticket request one can always confirm it OR get approval from their Office Admin/Manager...

  • Heather Wade commented  ·   ·  Flag as inappropriate

    I would really love the option to customize the customer portal to each individual user. Some of our clients need to approve estimates and tickets but should not be viewing payment history.

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