Set permissions for accessing the Customer Portal
Check whether you have access to the Customer Portal
If you are a user with administrator rights in Reveal, you have full access to the Customer Portal.
To check whether you are an administrator:
- Click on your account profile in the upper right corner.
- Select Admin.
- Click User List.
- If your username has a role of “Admin”, you are an administrator.
How to set permissions if you are not an administrator
If you are not an administrator user, you do not have access to the Customer Portal by default.
You need to ask your administrator to change your permissions. Your administrator needs to follow the instructions in Manage roles and permissions to enable permissions for the Customer Portal. This can be done based on your role or your user profile, depending on the type of Reveal account your company has.