Solved

Attachments and access level on Customer portal

+10

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

Best answer by Phil Seifert

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.

+24

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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