Each Client Portal user is assigned a role. The role defines the actions that the user can do.
The Owner and Administrator roles are responsible for managing the users. Other roles have limited privileges.
Roles and Tasks
Learn which tasks are permitted for each role.
Viewing Users
View details of your company's users.
Inviting a User
Invite a new user.
Changing a User's Role
Change a user's role.
Removing a User
Remove a user.
Listing User Actions
Monitor user activity.
Viewing User Action Details
View details of a specific user action.
Downloading an Audit Log Report
Download a report of user actions.
Updated 9 months ago
What's Next
| Roles and Tasks |