Managing Client Portal and Taskfire security levels

SECURITY  Security level with Admin permission to configure Client Portal & Taskfire. Refer to Admin security settings.

NAVIGATION   > Admin > Admin Categories > Extensions & Integrations > Client Portal & Taskfire > Manage Security Levels

Client Portal and Taskfire security levels determine what actions client contacts can perform and what tickets and projects they can access. The security levels are managed on the Manage Security Levels page.

Column Description

Context menu

All custom Client Portal and Taskfire security levels can be edited and deleted. System Client Portal security levels can be edited. System Taskfire security levels cannot be edited or deleted.

  • Select Edit to edit the security level.
  • Select Delete to delete a security level.

Type

Client Portal security levels can be assigned to any client contact, Taskfire security levels are only available for clients who have Taskfire enabled.

Name

Autotask provides three Client Portal and two Taskfire system security levels.

Client Portal:

  • Basic
  • Manager
  • Advanced

Taskfire:

  • Resource
  • Administrator

Hover over a row to view the individual permissions granted by each level.

Allow User to Assign

A check mark in this column indicates that users with Client Portal Manager or Taskfire Administrator security levels will be able to view and assign this security level to users they set up in the Client Portal.

System Security Level

A check mark in this column indicates that this security level was created by Autotask. System security levels cannot be deleted, and the only setting that can be modified is Allow this Security Level to be Assigned by a Client User. Taskfire system security levels cannot be edited.

You can create additional Client Portal and Taskfire security levels. Custom security levels can be edited and deleted as long as they are not associated with a client contact.