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:
- In the web portal, select ‘Users’ from the list along the top
- On the menu on the left, select either ‘Portal users’ or ‘Customer users’
- Find the user and select ‘Permissions’
- 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.