A Business Account can be accessed in the Client Portal by many different users within an organisation. These users may require a different level of Account Access depending on their role and what they are required to do within the Client Portal. 


Client Portal Users have 3 Account Access Roles available:

  • Account Administrator - Can access and update all projects, Account Details, invite and manage contacts.
  • General User - Can access and update all projects.
  • Basic User - Can only access projects they are assigned to.


For more details on these roles see Standard Roles.


The 3 Access Roles can be updated for a contact at anytime by an Account Administrator in the Client Portal.


1. From the Client Portal home page, click on on your Account name and select Account Details.



2. Navigate to the Contacts tab to see the list of existing contacts.



3. To update the Users Account Access, click on the morevert menu on their contact record and select the correct access group.