Add CRM Portal Super User
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
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.
Resolution
- Contact the Portal Admin at your site to grant super user portal user role permissions.
- Contact support team for further assistance.
Additional Information
- After upgrading a portal user role to super user, ask the user to find and close the support case where the request was made.
- This verifies the upgrade to super user was successful.
- This allows the newly promoted portal user to work with a case in a comfortable way.
- If the request was executed locally by a site portal admin and there is no support case, ask the user to find a case you know is in the portal and not listed with the user as the primary contact.
- Please review our Master Article - Client Support for similar topics.