Configure Portal Permissions
Portal Permission Overview
Section titled “Portal Permission Overview”Control exactly what each customer user can access in their portal, from full admin access to limited view-only permissions.
Permission Levels
Section titled “Permission Levels”Admin Users
Section titled “Admin Users”- Full compliance visibility
- Evidence details
- Gap reports
- Download capabilities
- Service management
- User management
Executive Users
Section titled “Executive Users”- Dashboard overview
- Summary metrics
- Executive reports
- No technical details
View-Only Users
Section titled “View-Only Users”- Dashboard access
- Read-only mode
- No downloads
- No exports
Auditor Access
Section titled “Auditor Access”- Time-limited access
- Evidence downloads
- Compliance reports only
- Audit trail logged
Configuring Permissions
Section titled “Configuring Permissions”- In the sidebar, click All Customers (under Customers)
- Select customer
- Click the Portal Access tab
- Click the Add User button
- Enter user email
- Select permission level
- Click the Send Invitation button