Client, Contact, and Leads Permission Details

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.

Related Topics 

Adding Clients

Adding Contacts

Managing Clients NEW

Managing Contacts NEW

Managing Leads NEW