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" |