How do I set permissions?

Within the web portal there are permissions that can be set for both your office users and customer users. Follow these steps to set these permissions:

  1. In the web portal, select ‘Users’ from the list along the top
  2. On the menu on the left, select either ‘Portal users’ or ‘Customer users’
  3. Find the user and select ‘Permissions’
  4. You will be given a list of permissions with 2 columns: Allowed/Denied. Drag and drop the permissions that you wish to allow/deny.

The changes will take effect immediately.

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