Standard Customer Portal Menu

This table shows the TBS Standard Customer Menu along with the Company Modules, User Permissions, and Application Settings that control access and functionality. The GenericCustomer user must have this Access permission to view any portal page. Additional Permissions and/or Application Settings are required as described below.

Menu	Level 2	UserHasRights (Permissions)	Notes
Home Dashboard		Customers_CustomerLevel.Access
	Icon: Current Invoice	Customers_CustomerLevel.Access
	Icon: Make a Payment	Customers_CustomerLevel.Access
	Icon: Profile	Customers_CustomerLevel.Access
	Icon: Locations	Locations_CustomerLevel.Access
	Icon: Products & Services	Products_CustomerLevel
	Icon: Place New Order	Orders_CustomerLevel.Add	Sends an email to Base.OrdersEmail with CC to Base.CustomerServiceEmail. The link is not shown if this email address not filled.
	Icon: Submit Trouble Request	TroubleTickets_CustomerLevel.Add	Sends an email to Base.TroubleRepairEmail with CC to Base.CustomerServiceEmail. The link is not shown if this email address not filled.
	News and Updates		List of news items with an Audience of "Customer" or "Everyone"
	Open Orders Grid	Orders_CustomerLevel.Access
	Open Tickets Grid	TroubleTickets_CustomerLevel.Access
Profile
	Change Password	Customers_CustomerLevel.Access
	Contact Information	Locations_CustomerLevel	Links to the "Bill To" location.
	Email Addresses	Customers_CustomerLevel.Access or Update
	Invoice Delivery	Customers_CustomerLevel.Access or Update
	Security Questions	Customers_CustomerLevel.Access or Update
Billing
	Billing Statements	Customers_CustomerLevel.Access
	Invoice Viewer	Customers_CustomerLevel.Access
	Transaction History	Customers_CustomerLevel.Access
	Unbilled Usage	Customers_CustomerLevel.Access
Payment
	Automatic Payments
	Make Payment
	Mail Payment
	Bank Accounts	Visible based on rules	Rules: --Account can make payments (Corp Account Pays flag); -- An ACH Processor exists for the current base; --If App Setting SPEC_CheckCustomFieldsToAllowACHsForCustomers is true, then Customers.CustomFields.ACH must be checked.
	Credit Cards	Visible based on rules	Rules: --Account can make payments (Corp Account Pays flag); -- A Credit Card Processor exists for the current base
Services
	Locations	Locations_CustomerLevel
	Products	Products_CustomerLevel
	Ring To Numbers	Products_CustomerLevel	Option must be turned on at the Base level and Customer must have valid 8xx products.
	Request New Service	Access to the corresponding Task Type Permission module	Users can set an option, Task Type For New Service, on the Product Type admin screen to turn this feature on. This will result in a Task.
	Orders	Orders_CustomerLevel
	Tickets	TroubleTickets_CustomerLevel
	Network Resource(s) / External Pages	Products_CustomerLevel + NetworkResourceTypes.DIDPortal
	(Custom Links)		Custom Links set to the "ServiceMenu"
Reporting		Customers_CustomerLevel.Access	The Reports Menu is dynamically build and completely controlled by the client where Flex reports have access to the CustomerPortal module. This menu item will not be displayed if no reports have been configure to appear on the portal.
Links		Customers_CustomerLevel.Access	The Links Menu is dynamically build and completely controlled by the client. A menu option will be created for every Custom Link record that has the “Customer Visible” flag checked where the Location is “CustomLinksMenu”. If no Custom Link records exist, this menu will not be displayed.
Forms	Custom Page Headings		Menu and sub menu items will appear if there are documents in the Download Forms area of TBS tied to the Customer Forms submenu item. A Page heading group will dynamically appear for all Page Headings tied to the Customer Forms submenu item.
Help
	Contact Us	Customers_CustomerLevel.Access
	(Custom Links)		Custom Links set to the "HelpMenu"