Users and Roles
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.
User Management
en/viewing-users.html
Viewing Users
View details of your company's users.
en/inviting-a-user.html
Inviting a User
Invite a new user.
en/changing-a-user-s-role.html
Changing a User's Role
Change a user's role.
en/removing-a-user.html
Removing a User
Remove a user.
User Actions
en/listing-user-actions.html
Listing User Actions
Monitor user activity.
en/viewing-user-action-details.html
Viewing User Action Details
View details of a specific user action.
en/downloading-an-audit-log-report.html
Downloading an Audit Log Report
Download a report of user actions.