Manage Roles and Capabilities
Roles and capabilities are permissions and collections of permissions you can grant to users to perform different actions within the Customer Portal. Be aware that the roles and capabilities granted through the Customer Portal only apply to the Customer Portal and not to Services Portal applications such as QTRACS or Hours of Service. Those permissions are managed through the Services Portal Administration section.
A capability is a level of access or function a user can perform and roles are collections of capabilities. Once a user accepts the invitation you sent them and registers with the Customer Portal, you need to assign them the appropriate role and capabilities. Before beginning, you should determine which roles and/or capabilities you want to grant to which users. Review the Roles and Capabilities in the Customer Portal page to see a description of each capability and what capabilities are included with each role. You can mix and match combinations of roles and capabilities as you see fit to meet your company's need. You can also create custom roles if needed.
Assign Roles and Capabilities
- In the Customer Portal, at the top of the page, click your name then click My Profile in the drop-down menu.
- In the list on the left, click Manage Users.
- Enter the user ID or other information you know for the user you wan to assign capabilities to, then click Submit.
- Find the user you are looking for in the search results below and click View in the Capabilities column.
- If you want to assign a role to the user, click Grant/Revoke Roles, then check the boxes next to each role you want to assign to the user.
- When you are done selecting the roles you want to assign, click Save.
- If you want to assign capabilities a la carte, click
- If you want to assign a role to the user, click Grant/Revoke Capabilities, then check the boxes next to each capability you want to assign to the user. Click the + or - buttons next to the different sections to expand or collapse them.
- When you are done selecting the roles you want to assign, click Save.
Create Custom Roles
- In the Customer Portal, at the top of the page, click your name then click My Profile in the drop-down menu.
- In the list on the left, click Manage Roles.
- Click Create New.
- Give the new role a name and a description.
- Check the boxes next to each capability you want to assign to the user. Click the + or - buttons next to the different sections to expand or collapse them.
- Click Save.
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Roles and Capabilities video tutorial |