ACLs (Access Control Lists) are narrow permissions for specific features that can be selected for different user Roles. Roles can be created, and ACLs selected accordingly, to configure access to the needs of an agency's staff.
To create a Role, go to Settings>Roles & Permissions and click Add Role.
In the Create a Role dialogue, enter the Role Name and a Description if necessary and select a Portal Section (Admin Portal Roles, Office Portal Roles, Field Portal Roles, or Client Portal Roles). When you have finished, click Save.
To set ACLs for a given Roles, click the name of the Role and check any ACLs which apply. The ACLs are organized into folders. To expand a folder, click + next to the folder name.
Please reach out to your Client Success Manager for assistance with configuring or updating Roles for your organization.