How to setup the Portal in the TCR?

 

Portal Users:

You can add users to the portal by clicking on + icon. Every portal user is assigned a role. The role contains the module-level permissions for the user.

Adding a user to the portal:

Fill in the details in General section of the window. Roles and Users will be empty now.

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Click on ‘Save’. Once the record is saved, Roles and Customers will be auto-populated.

Adding Roles:

Roles controls the permission to access the Portal. Users associated to the role can perform the functions that are provided to them.

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Manager: Access to all but user security. User with this role can do any operation on the portal. That includes, creating editing tickets/jobs, editing details in any form.

Read Only: Read only access to site. User with this role can only read the application. They can’t add /edit tickets/ jobs.

Adding Customers:

A user can be given access to any number of customers. Each customer has its own account in the portal and can be accessed accordingly.

 

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Any user can switch among the customer’s (account) data by changing the account from the options on the top right.

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Once the ‘Change account’ is selected, list of customers assigned to the user is displayed from which any other account can be selected.

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