User and Role Permissions in the Customer Portal Print

  • Customer Portal, User and Role Permission
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This article will outline the users and roles and what each user and role is permitted or restricted from doing when accessing the Customer Portal or contacting LyteHosting for support.

What Are Account Users and Roles?

In the Customer Portal, multiple users can be assigned specific permissions based on their roles. These roles include:

Primary Contact (limited to one per account): This user has full authority to make changes to the account, making it ideal for the primary account holder.

Administrative Contact: This role comes with limited permissions and is best suited for handling administrative tasks on the account.

Technical Contact: Users in this role have restricted access, focusing primarily on product maintenance and technical operations.

 

Adding Administrative or Technical Users to Your Account

To add an Administrative or Technical user to your account:

STEP 1: Log in to your Customer Portal.

STEP 2: Click the Profile icon located in the top-right corner of the page and choose User Management from the dropdown menu.

Customer Portal - Profile Icon - User Management

STEP 4: On the User Management page, scroll down to the Invite New User section. Input the email address of the user you wish to add, then assign the appropriate permission for their access to your account. and click the Send Invite tab.

 Customer Portal - User Management Page - Invite New User - Send Invite

 

Managing Users in Your Account

Depending on your user role, you can edit or remove users and their roles on the User Management page within the Customer Portal. Refer to the section above to understand the permissions associated with your role.

STEP 1: In the User Management page of your Customer Portal, click the Manage Permissions link next to the user you wish to update.

Customer Portal - User Management Page - Manage Permissions

STEP 2: Update the user's role.

  • To edit the user's role, choose the new role you wish to assign and click the Save
  • To remove the user, click Delete in the top-right corner.
  • Confirm the removal by clicking Delete in the pop-up window.

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