Answer:
There are a number of customer roles that can be assigned to users allowing them to perform various functions on the portal:
- Read Only - open and view most items in the customer account(s) they are members of. Cannot view payment history and cannot create or update any items.
- General - has the same access as a Read Only user but can also create and edit items. Cannot view payment history and cannot submit an application.
- Payment - has the same access as a General user but can also submit applications and view payment history.
- Administrator- has the same access as a Payment user but can also invite and manage user access to the Customer Account.
For more detailed information see Permissions & User Roles.
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