Users | User Roles
In Client Portal, user permissions are determined by the role assigned for each project. Roles determine which features the user can access, how they can use those features, as well as what information they can view about the project.
Available Roles
Project AdminUsers with the Project Admin role have full access to all features within Client Portal, including administrative management of their projects including adding users and setting user roles. |
Advanced UserThe Advanced User role gives full access to all features in Client Portal, with the exception of management of other users and their user roles. This role has full access to financial-related features and financial metrics. |
Project UserProject Users can access most Client Portal features, but do not have access to any financial-related features or to view financial metrics in Graphs or Reports. They can create, edit, delete, and download items stored on the Files tab. |
Read-Only UserThe most restrictive user role available is Read-Only User. Users with this role have the same access as Project Users, but cannot upload or delete files or folders from the Files tab. |
Role Comparison
| Project Admin | Advanced User | Project User | Read Only | |
| Project Summary | Full Access | Full Access | Full Access | Full Access |
| Graphs | Full Access | Full Access | Limited1 | Limited1 |
| Reports | Full Access | Full Access | Limited1 | Limited1 |
| Alerts | Full Access | Full Access | Limited1 | Limited1 |
| Files | Full Access | Full Access | Full Access | Limited2 |
| Invoices | Full Access | Full Access | No Access | No Access |
| Contracts | Full Access | Full Access | No Access | No Access |
| Portal Users | Full Access | No Access | No Access | No Access |
| User Management | Full Access | No Access | No Access | No Access |
1 No access to view or report on financial metrics.
2 Cannot create, delete, or upload files.