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Hello,

I wonder what mean the different access levels of attachments on the customer portal ?

We have 3 different access levels :

Employee

Customer & vendor

Supplier

Customer

How can we manage access to these documents (for customers especially)? What are the differences between them ?

Thank you

Laurence

 

Alliance v 15.1

Hi Laurence,

Simple definitions and screen shot from v15.4

 

  • Employee - the only users who can download this are those who are defined as employees in the profile.
  • Customer - Only users who are customers (not vendors) can download plus employees
  • Vendor - Only users who are contacts for vendor companies (not customers) plus Employees can download
  • Customer & Vendor - All users can download (customer, vendors, employees)

 

Your supplier is the same as vendor.

 

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