Contact Permissions

Read the legacy documentation here

Contact Permissions - ConnectWise

Contact Permissions - Autotask

Global Permissions

Global permissions apply to all of your contacts and have the lowest priority.

1. To setup global permissions navigate to Portal Settings and click on the Permissions tab:

2. From here turn the switch ON and click on the desired features for all of your contacts. Generally this will be features like learning centre and chat.

Company Permissions

Company permissions apply to all of your contacts at a specific company and overwrite any global permissions. 

1. To setup company permissions navigate to Portal > Companies, click on a company, and click on the Permissions tab:

2. From here turn the switch ON and click on the desired features for all of your contacts at the company.

Contact Permissions

Contact permissions apply to a specific contact and overwrite both global and company permissions.

1. To setup permissions for a contact navigate to Portal > Contacts, click on a contact, and click on the Permissions tab:

2. From here turn the switch ON and click on the desired features for the specific contact. T

 

How did we do?

Portal Access (ConnectWise)

How Additional Access works

Contact