Are there different security settings for Users on the Portal?


Client Head Designates have access to all Report information for the duration of the data retention period, usually five (5) years. Client Head Designates can approve new and/or lock Users on their Subscriber account.

By default, Users are restricted to data they create or which they may specifically be authorized by other approved Users to access. Users have access to approved data for a six (6) month window. Users can be enabled with a Report Library setting allowing access to all Report Information for the duration of the Subscriber retention period. Users may be enabled to both place orders and/or only view orders.

Accounting Users, if not enabled with other security settings, can be restricted to invoice data only.

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