Managing Client Portal and Taskfire security levels
Security and navigation
SECURITY Security level with Admin permission to configure Client Portal & Taskfire. Refer to Admin security settings.
NAVIGATION
> Admin > Admin Categories > Extensions & Integrations > Client Portal & Taskfire > Manage Security Levels
Client Portal and Taskfire security levels determine what actions client contacts can perform, and what tickets and projects they can access. The security levels are managed on the Manage Security Levels page.
Colums
| Column | Description |
|---|---|
|
|
Click Edit Click Delete Only Client Portal security levels can be edited or deleted. |
|
Type |
Client Portal security levels can be assigned to any client contact, Taskfire security levels are only available for clients who have Taskfire enabled. |
|
Name |
Autotask provides three Client Portal and two Taskfire system security levels. Client Portal:
Taskfire:
Hover over a row to view the individual permissions granted by each level. |
|
Allow Client User to Assign |
A check mark in this column indicates that users with Client Portal Manager or Taskfire Administrator security levels will be able to view and assign this security level to users they set up in the Client Portal. |
|
System Security Level |
A check mark in this column indicates that this security level was created by Autotask. System security levels cannot be deleted, and the only setting that can be modified is Allow this Security Level to be Assigned by a Client User. Taskfire system security levels cannot be edited. |
Adding security levels
You can create additional Client Portal and Taskfire security levels. Custom security levels can be edited freely, and deleted as long as they are not associated with a client contact.
- To create a new security level, click New. Refer to Adding or editing Client Portal security levels.
