Mandatory Workflow Change
This change will automatically apply to all customers with this release. Review the new workflow and update your team training materials before the release date.
This is an improvement to the Customer Portal that gives administrators finer control over which employees can make changes to Customer Portal settings.
What's changing?
Previously, the Access Customer Portal Setup permission existed in the role permissions settings but had no effect. Any employee with the Customer Portal access setting turned on could view and edit all five tabs in the Customer Portal settings area.
With this improvement, the Access Customer Portal Setup permission is now active. Employees who have the Customer Portal access setting turned on but do not have Access Customer Portal Setup enabled can still navigate to Customer Portal settings. However, they have read-only access to the General Details, Permissions, and Feature Control tabs. They retain full edit access to the User Management tab. Employees with both permissions enabled continue to have full edit access across all five tabs.
Who uses this feature
All business types
Administrators
Region availability: All regions
How to Prepare
Review your current role permission settings. Go to Settings > Permissions and check which roles have Access Customer Portal Setup enabled. Employees without this permission now have read-only access to most Customer Portal settings tabs.
Identify employees who only need to manage portal users. If you want them to invite portal users and view settings without making changes, leave Access Customer Portal Setup off and keep Customer Portal on.
Brief your team on the change. Administrators should communicate to any affected employees that their access level in Customer Portal settings may look different after the release.