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 two account types: User and Admin.

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

Site Administrator (Customer Admin)

As a Site Administrator, you can:

• Do anything that someone with a Customer User 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
• View and export support tickets raised by any user in your site (and any sub-sites), as well as your own tickets

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

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.