Portal Users

  • Updated on Sep 2, 2023
  • 1 minute(s) read
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This tab allows you to assign C3 access to customer's users if you have email address handy with you.

  • Click on Portal Users menu item from the left menu bar which will show you details such as email address, assigned role w.r.t user having customer portal access
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  • Use the Edit Roles Icon to make any changes to existing permissions

  • Clicking on X will remove the user access from portal

  • Click on +Add User, provide necessary details like email address and desired role, click on Submit to finish the role assignment
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  • Customer Admin – Who can view and perform all the actions available in customer Portal.

  • Customer Reader– Who can only read the data available in customer portal.

  • Customer Admin Lite – Who have all permissions of Customer Admin, but they won’t be able to purchase new subscriptions (they will be able to update the quantities of existing subscriptions).

Note:

If Site and Department feature is enabled then you can find the following additional roles

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  • Site Admin - Who can manage the Site and they can only manage products under the Specific Sites
  • Site Reader - Who can only read the data available under the Site
  • Department Admin - Who can manage the Department and they can only manage products under the Specific Departments
  • Department Reader - Who can only read the data available under the Specific Departments