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"