Available for the following Business Portal access: Business Portal Admin, Business Portal Owner
Available for the following Business Portal platforms: Business Portal, Reseller Business Portal
The Access Level feature within the Business Portal allows you to create the different levels of access that your business portal admins can fall under, i.e. you may only need your operational team to have access to reporting and not templates. You can also use this feature to edit any previously created information and delete a record if it is no longer required.
Interactive demo
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Getting started
Creating a new access level
- Click the Access Level menu.
- Click the Add Access Level button.
- Complete the following fields:
- Access name.
- What can Business Account Administrators with this Access Level do:
- Manage all templates in the business account.
- Manage all business account administrators.
- Report on all organisations in the business account.
- Who is assigned this access level.
- Click the Save button.
Maintain
Editing an access level
- Click the Access Level menu.
- Click the Edit button.
- Make the required changes and click the Save button.
Deleting an access level
- Click the Access Level menu.
- Click the Delete button.
- Click the Delete button.
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