Add CRM Portal Super User

Owned by Knowledge Assistant
Last updated: Nov 06, 2024


Description of Issue
  • Upgrade portal access to superuser to view all cases for a site
  • Super User access
  • Please give access to see all tickets
  • Make user a super user
  • Elevate visibility of support cases
  • Ability to see all cases in the portal
  • Need to see all support cases for my site
  • I need to be able to view all cases from All Accounts
Context
  • tylertech.com
  • Client Support
  • Online Support Incidents
Cause

By default, portal users have standard access and can only view cases submitted in their own name. The user needs to be able to see all cases for their organization.

Resolution
  1. A Portal Admin for your site can grant super user portal role permissions with the following steps:
    1. Log into the Online Support Client Portal
    2. In the top ribbon click Portal Admin
    3. Find the user to update
    4. Click the user’s name in the Full Name column
    5. From the Portal Role drop-down menu, select desired role (Ex: Super User)
    6. Click Update Portal User
    7. Ask the updated user to find a case you know is in the portal and not listed with the user as the primary contact
  2. Contact any support team for further assistance
Additional Information