What are the different roles in the Kaseya Customer Portal and how do I create and manage my Kaseya Portal users?
In order to manage the Kaseya Portal Users for your Kaseya Portal account, you need to have the Manager or Administrator role.
You can create and manage your organisation's users in the Kaseya Customer Portal (go to Kaseya Portal>My Account>My Portal Users)
Below is an explanation of the three Roles that are available for you to assign to your users within the Kaseya Customer Portal:
Access to: Inbox, Create new tickets & View own tickets, Resources (Documentation, Knowledge etc), Direct access to Forums and Knowledge Base and Change Logon etc
Same as User plus ‘My Portal Users’
Same as Manager plus ‘Credit Cards’, ‘Online Backup’, ‘Contract Summary’& ‘Account Aging’ Reports.
My Portal Users: Add, Edit, Delete, Enable, Disable and reset passwords for Users
Credit Cards: Add, Edit & Delete Credit Cards
Online Backup: Enable Cloud Storage for Kaseya Data Backup
Contract Summary: View Your Contract Summary
Account Aging: View Your Account Aging
Here is an image of the Kaseya Customer Portal while logged in with the Administrator Role:
This article refers to Kaseya On-Premise customers using the URL 'https://portal.kaseya.net' to log into the Customer Portal.