In order to access the various menus in the "Customer Portal" solution, the user must have at least "Read-only" permissions, except for the following two menus that will remain accessible regardless of whether all menus are disabled:
Permission Name | Permission Purpose | Platforms where changes are reflected |
|---|---|---|
Customer Portal Preferences | Disabled - The user will not see data about the Organization Preferences | Preferences |
Read-only - The user may see data about the Organization Preferences | ||
Edit - The user may add/edit data of “My preferences” and “My Dimensions” menus only | ||
Full - The user may add/edit all the data about the Organization Preferences | ||
Customer Portal | Disabled - The user will not see data about the access and security | Access & Security |
Read-only - The user may see data about the access and security | ||
Edit - User can only remove users from the blacklist | ||
Full - Users can see, edit, add and delete all the access and security data. Mandatory for “Reset All Passwords” tool. | ||
Customer Portal | Disabled - The user can not enter the Audit | Audit |
Read Only - The user can enter the Audit menu but can not see the "Usage Report" button | ||
Edit - The user can enter the Audit menu and use the "Usage Report" option | ||
Full - The user can enter the Audit menu and use the "Usage Report" option | ||
Customer Portal | Disabled - The user will not see data about the account balance | Account Balance |
Enabled - The user will see data about the account balance | ||
Customer Portal | Disabled - The user will not see data about the version upgrades | Version Upgrades |
Read-only - Users may see data about the version upgrades | ||
Edit - User may see data and upgrade/abort versions | ||
Full - User may see data and upgrade/abort versions, User can request free version and can choose Ota and Ota Batch version | ||
Customer Portal | Disabled - The user will not see data about the forms gate | Forms Gate |
Read-only - Users may see data about the forms gate | ||
Edit - User may cancel the requests for data change | ||
Full - User may cancel and approve requests for data change | ||
Customer Portal | Inactive at this time | Online Store |
Customer Portal | Disabled - The user will not see data about the automation solution | My Automations |
Read-only - The user can see the existing automations in the table and the logs but cannot edit them and cannot add/remove automations | ||
Edit - All capabilities except for "New" and "Remove" are enabled | ||
Full - All capabilities are available | ||
Customer Portal | Inactive at this time | X-Ray |