Managing Contact Visibility of Organisation's Requests on the Customer Portal

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Introduction

Contact's can be provided with portal access to the Customer Portal, in order to view the Services they are subscribed to, view useful FAQ's which have been published, raise requests as well as view progress on and update their own requests.

• Contact's can be provided access from the administration tool Home > System > Manage Portals > Guest Accounts.
• It is possible to view which Contact's have portal access form the Contact's list.

Portal Access to View Request's Raised by other Contact's in an Organisation

It is possible to elevate individual contact's rights, to not only view their own requests via the Customer Portal, but also that of other contact's in the same organisation.

• From an organisation's record under the the Request section choose Portal Access to configure which contact's who have the rights to use the Customer Portal, can also have their rights elevated to view their organisations requests.
• From the pop up window toggle on or off each contact's rights to view their organisations requests on the Customer Portal.