Client, Contact, and Leads Permission Details Estimated Reading Time: 3 Minutes Each listed item represents what functionality is available through the Client Portal menus. Client Portal – gives access to the Client Portal. Client Profile – gives access to the entire Client Profile menu. Profile – corresponds to the View Profile menu that contains their address and contact information, authentication, billing summary, and authorized contacts. Payment Methods – corresponds to the Payment Methods menu that contains their credit cards, bank accounts, and billing agreements. Change Password – corresponds to the Change Password menu that opens the change password function. Manage Contacts – corresponds to the View Contacts menu that contains the Contacts list. Manage Contact Facility Access – corresponds to the View Contacts menu that leads to the facility access functionality. Billing & Services – gives access to the entire Billing & Services menu. Invoices – corresponds to the View Invoices menu that contains their View Invoices list. Services – corresponds to the View Services menu that contains the list of services Tax Exemptions – corresponds to the View Tax Exemptions menu that contains their View Tax Exemptions list. Credits – corresponds to the View Credits menu that contains their View Credits list. Orders - corresponds to the View Orders menu that contains their View Orders list. Order steps can be configured to be viewed by clients. See Working with Order Queues for more information. PayPal Subscriptions - corresponds to the PayPal Subscriptions menu that contains their PayPal subscriptions. Quotes - corresponds to the View Quotes menu that contains their View Quotes list. Billing Email – allows any and all billing related emails to be sent, including overdue notices, payment receipts and new invoices. Reports – gives access to the Reports menu. Event Log - corresponds to the Event Log menu that contains their Event Log. Mail Log - corresponds to the Mail Log menu that contains their Mail Log. Client Ledger Log - corresponds to the Client Ledger Log menu that contains their Client Ledger. Domain Management – gives access to the Domain Management menu. List Domains - corresponds to the List Domains menu that contains their View Domains list. Lookup Domain - corresponds to the Lookup Domain menu that opens the Lookup Domain functionality. Support – gives access to the Support menu. Tickets - corresponds to the View Tickets menu that contains their View Open/On Hold Tickets list. Other's Tickets - corresponds to the open ticket link that contains their View Open/On Hold Tickets list. This displays all submitted tickets if access is granted. Ticket Search Tickets - corresponds to the Ticket Search menu that contains the Ticket Search functionality. Device Manager – gives access to the Device Manger menu. Devices - if you have added and configured device manager, this will let them view their devices and where they are located. Racks – corresponds to the View Racks menu that contains their Racks list. Cages – corresponds to the View Cages menu that contains their Cages list. Facilities – corresponds to the View Facilities menu that contains their Facilities list. IP Addresses - corresponds to the View IP Addresses menu that contains their IP Addresses list. DNS Zones - corresponds to the View DNS Zones menu that contains their View Domains: DNS Zones list. DNS Records – gives access to the DSN records from the View DNS Zones and View Devices menu. Client Preferences Support – gives access to the Support Preferences page from the Client Support icon.