Account Roles and Account Types

Each Customer Portal account is assigned a 'role' and 'account type'. Each role and account type is associated with different permissions.

For the Customer role, there are three account types: User, Ticket Admin and Admin.

Some capabilities, such as software download access, are controlled separately through user permissions.

Customer User

As a Customer User, you can:

• Access Software Downloads. Download availability depends on your account permissions.
• Manage your own Support Tickets, including the following tasks:
  • Create a Support Ticket
  • View Support Tickets
  • Export Support Tickets
  • Edit a Support Ticket
  • Upload a File for Datamine
• Manage Your Account

Ticket Admin

As a Ticket Admin, you can:

• Do anything that someone with a Customer User account can do.
• View and export support tickets associated with your site (and any sub-sites), as well as your own tickets.

Site Administrator (Customer Admin)

As a Site Administrator, you can:

• Do anything that someone with a Customer User or Ticket Admin account can do.
• Manage your Site Administration, including the following tasks:
  • Approve a New User Account
  • Manage Account Activation
  • Change the Account Type of an Account
  • Manage User Permissions
  • Delete an Account

If you are the first user who signs up for your site, you are assigned the Admin account type by default and become the Site Administrator for your site.

Some sites are configured with sub-sites in the Salesforce hierarchy. A Site Administrator can also manage the user accounts of any sub-sites of their site.