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How to edit portal user permissions

This guide will show you how to edit and set portal user permissions

 

 Click on Settings Icon

Click on dropdown trigger

 

 Click on Portal Users

Click on Portal Users

 

 Select the user in the Login ID list

Click on alex.beninski@bluewatercontrol.com

 

 Click on Edit

Click on Edit

 

  Select the relevant portal access required by the user

  EG: 'Ordering Access Only'

Click on Ordering Access Only

 

 OR/ 

 'Ordering Approver Access', 'Portal Admin', 'Cost Centre Manager' or   'Custom'

Click on Ordering Approver Access

 

 Select from 'Read Access' 'No Access' or 'Full Access'

Select Read Access

 

 Click on Save

Click on Save

 

         

 Definitions of the various types of portal permissions available  

Preset Name Preset Access / Use Case
Ordering Access Only Access to order devices & services only 
Ordering Approver Access  Access to order devices & services only AND Approve orders
Portal Admin Grants full access to all pages & functions of the platform including the creation of new portal users
Cost Centre Manager Access to data management & reporting ONLY
Custom User defined access (any permission combination)