The Insight Customer Portal includes two user classification roles available by default. The permissions and capabilities associated with each role are determined by how the manufacturer has configured the portal, allowing for a degree of customization and flexibility in managing user access based on the specific needs of the organization.
The following user roles are available by default:
- Customer Portal Admin User - A user with administrative access. They can create users and teams, then assign users to teams.
- Customer Portal User - A general user, given rights to perform tasks within the portal.
As a Portal Administrator, you can assign a user to a role. This gives a user privileges that allow them to make changes to the data within the portal.
To assign a user to a role:
- Navigate to System Administration > Portal Users.
- Select a User.
- Select Roles from the form header.
- Select Add.
- Choose the role.
- Select Save.
The user's role has now been changed.