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How To Manage Client Permissions
How To Manage Client Permissions

Here's a simple way on how to manage user roles and permissions for your clients.

Regine Garcia avatar
Written by Regine Garcia
Updated over 10 months ago
  1. On your Dashboard, select Settings > Modules and Extensions

  2. Under Modules, click on Users

  3. Scroll down and go to the Clients sections
    ​


    Some settings include clients being able to perform the following:
    - Changing Request Status
    - Request Submission
    - Clients seeing Request Priority
    - Clients being able to edit Request Priority
    - Seeing Request Tags
    - Seeing Request Assignment Information
    - Deleting comments on requests
    - Seeing Request Due Date
    ​
    ​Note: You can enable or disable these permissions anytime
    ​

  4. Adjust the settings as needed

  5. Click Save

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