Security level settings

About Client Portal and Taskfire security levels

Security levels determine which actions you can perform in the Client Portal A branded web portal through which you and your service providers can collaborate on tickets and projects. and which tickets and projects you can access.

There are three standard Client Portal and two Taskfire An extension of the Client Portal that lets you manage your own internal help desk. system security levels. If the default security levels do not meet your needs, we can create custom security levels for your organization Your Client Portal instance may be configured to use one fo the following terms instead: Account, Business Unit, Client, Company, Customer, Site..

You have been assigned one of the security levels described below. To change your security level, contact your Client Portal Manager.

Settings for standard security levels

This table describes which settings are enabled for each standard security level.

Action	Description	Basic	Advanced	Manager	Taskfire Resource Any user with an Autotask login.	Taskfire Administrator
You have access to:	Tickets you submitted or for which you are the ticket contact
	Projects on which you are a team member
	All tickets, including sub-organization Previously: Subsidiary. Your Client Portal instance may be configured to use one fo the following terms instead: Sub-Account, Sub-Business Unit, Sub-Client, Sub-Company, Sub-Customer, Sub-Site. tickets
	All projects at their organization
Tickets Data actions permitted	Create new Tickets (Service Requests) and add Notes and Attachments
	Can view Service Provider Priority
	Can set Service Provider Priority on ticket creation.
Project A group of related tasks, events, documents and notes that have a common objective or deliverable. Projects are also often characterized by a deadline and a budget. actions permitted	View project schedule
	Email members of the project team
	View and add project notes
	View project attachments
	View project calendar items
	View project tasks you are assigned to
	Add issues
	View project charges
	View estimated hours
Profile Your personal and contact information in Autotask and, if enabled, your personal postings to the internal news feed.	View/edit your own profile
Portal Admin	Create and manage Client Portal Users
	Create and manage Queues
	Create and manage Request Type Settings
	Create and manage Vendors
	Create and manage Out of Office Settings
	Create and manage Scheduled Off Hours
Knowledge Base	Access Knowledge Base (if Knowledge Base is turned on for your organization). Only articles marked "public" can be seen by a client user.
Reports Client Portal menu that provides access to preconfigured reports.	View Invoices and Block A prepaid number of service hours to be used during a specified time period under the terms of a block hour contract. Hour, Retainer, and Per Ticket The Autotask entity that tracks service requests, incidents or problems that were added to Autotask by your customers, internal employees, or remote monitoring software. Reports
	View Ticket Report and Time Tracking Report