Learn about role permissions for admins and members in the customer portal.
Configuring roles in the customer portal ensures that users have the appropriate permissions and access to perform their tasks effectively. The role configuration for the customer portal functions similarly to the role configuration settings in Chekhub. Here's how it works:
Prebuilt Portal Roles
Chekhub provides two prebuilt roles for members accessing the customer portal:
- Portal Admin: This role is designed for users who require full administrative control within the portal. Portal Admins can manage teams, view and edit assets, handle tickets, and have access to most administrative functions within the portal.
- Portal Member: This role is for users who need limited access. Portal Members can view and interact with their assigned tasks, assets, and tickets, but have restricted access to administrative functions.
These roles have predefined permissions that align with the responsibilities of admins and regular members. Please note that these permissions cannot be adjusted for these prebuilt roles.
Learn More About Role Permissions
To better understand how role management works across the Chekhub platform, you can refer to the detailed role management guide by clicking here.