What does my role allow me to do on the Portal?

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.