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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 a week 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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