Enable Portal Access for the Customer

You have the option to allow the customer’s team members to login to the portal so that they can access features such as: call logs, call recordings and number management. The customer can only see information related to their account. You can give different people different levels of access. For example – you might want to restrict access to call recordings to a senior manager.

The process is as follows ….

First step is to create a “Group” and set the access privileges for all members of that Group.

Click on the Permissions tab for the customer.

In the Groups block (on the right of the page) click the + button to create a new Group.

Type a name for the Group (e.g. “administrators”) and click the Add button.

Tick the appropriate boxes to define which services that members of this Group can access then click Save.

Click on the People tab for the new customer and click Edit on the existing user to add at least one contact name.

Tick the box at the bottom of the page for Enable Portal Access then choose the Group to assign the person to then click Save.