All installations of Customer Portal include the following roles. Custom roles may optionally be added.
Customer Portal Application Roles
|B2B||B2B Marketplace||Grants access to B2B Marketplace collections, search, and cart functionality. Requires a B2B Marketplace License.|
|Billing||Standard||Grants access to the ability to pay invoices, if payments are configured.|
|Edit Orders||Order Pad
|Allows the user to edit existing orders that have not yet been closed. Requires the Order role.|
|Edit Quotes||Order Pad
|Allows the user to edit existing quotes that have not yet been closed. Requires the Order role.|
|Grants access to all core Customer Portal features and reports. May not grant access to custom menu entries.|
|Order||Order Pad||Grants access to Order Pad, if this is licensed.|
|Service CP||Standard||Grants access to Service Call module of Customer Portal.|
|ManageWebAssets||Sales User||Grants access to managing web assets such as CSS and media files (images). Requires a Sales User license. May be applied to employee or customer users.|
The following system roles are installed by default, and do not include optional sample roles. Additional roles may be optionally configured.
Employee Portal Application Roles
|Credit Card Import||Expense User||Grants access to the Expense User Credit Card Import feature as an end-user.
|Credit Card Import Admin||Expense User||Grants access to the Expense User Credit Card Import feature as an administrator. Credit Card Import Admin users should also be assigned the role
|Note that Credit Card Import must be enabled.|
|Dashboard||Standard||Grants access to the Dashboard functionality. Additional roles may be required to see specific dashboards.|
|Dashboard Admin||Standard||Grants access to the Dashboard administration page. Add the
|EditLayout||Standard||Grants access to Report View editing, if this feature is enabled.|
|Expense Admin||Expense User||Grants access to all expense-related reporting, including other’s data.|
|Expense Booking Paying||Expense User||Grants access to the Expense User booking queue.|
|Expense Reports||Expense User||Grants access to expense-related reporting.|
|Expense User||Expense User||Do not add or remove this role, instead use the
Grants access to Expense User, if this feature is licensed.
|GL Override||Expense User||Do not add or remove this role, instead use the
Grants the ability to manually select the GL Account associated with an expense type.
|Sales Exec||Sales User||Version 92.7 and higher.
Grants access to advanced Opportunities and Activities reporting. Provides visibility into Opportunities belonging to any user.
Note: This role does not have the ability to edit Activities.
|Sales Manager||Sales User||Grants access to advanced Opportunities and Activities reporting. Provides visibility into Opportunities belonging to this user’s subordinates (sales people who have this employee assigned as their manager).|
|Sales User||Sales User||Grants access to Sales User features and basic reporting. Grants the user access to edit their own customers and opportunities.|
|Super||Standard||Grants access to administrative reporting.|
|ZB1EPS||Sales User||Grants access to Sales User 1.0 features and functionality.|
Vendor users may be configured to access reports. Additional roles may optionally be added.
Vendor Portal Application Roles
|Vendor||Grants access to Vendor-specific reporting.|
Workflow Portal for Interconnect
Employee users may be configured to access this admin tool.
Interconnect Workflow Portal Application Roles
|WorkFlowAdmin||Grants access to administrative screens of the Workflow Portal for Interconnect.|