Configure user settings and permissions

Decide what portal users can change, request, and access in the portal.

The User settings section controls what portal users are allowed to do.

Use it to keep the portal aligned with your customer process.

1

Open the portal

Open the portal you want to edit.

2

Open User settings

Select User settings in the left menu.

3

Review the allowed actions

Choose which actions portal users can perform.

4

Limit fields and request behavior

Restrict changes where customers should only view data.

5

Save the settings

Click Save.

Typical restrictions

• limit which work types can be requested
• block customer or contact changes
• keep request creation more controlled

Frequently asked questions

Do these settings apply per user?

No.

They apply per portal.

Can I create a separate portal for another permission model?

Yes.

That is the usual approach.

Can I limit which work types users can request?

Yes.

That depends on your portal setup.

Related topics

• Customer Portal
• Manage portal users
• Configure items per work type