Roles and Privileges

Privileges control which functions can be used in the portals. Agents can have individual roles and privileges. Depending on the different agent types and their assigned roles and privileges, only parts of the portal may be visible.

For example:

A first-level agent who is authorized to read customer core data can search only for customers and view their information.
An agent who is assigned the role of notification manager and the respective privileges can see only the notification manager menu.

You can add, edit, or remove roles and privileges. However, if a role is mapped to a privilege then the role must be removed first. Also, if a privilege is mapped to a role then the privilege must be removed first. You cannot, however, edit the role name or role description.