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What are the different roles in the Kaseya Customer Portal and how do I create and manage my Kaseya Portal users?

KB#:  KKB001011

 

 

QUESTION

What are the different roles in the Kaseya Customer Portal and how do I create and manage my Kaseya Portal users?

 

ANSWER

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:

 

User:

Access to: Inbox, Create new tickets & View own tickets, Resources (Documentation, Knowledge etc),  Direct access to Forums and Knowledge Base and Change Logon etc

 

Manager:

Same as User plus ‘My Portal Users’

 

Administrator:

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:

 

APPLIES TO

This article refers to Kaseya On-Premise customers using the  URL 'https://portal.kaseya.net' to log into the Customer Portal.

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