Account Overview - View: When enabled, Portal Users see the Account Overview section. Otherwise the section does not display.

Stored Payment Options - Add ACH Profile: When enabled, Portal Users can add a saved ACH profile for future manual or automatic invoice payments. 
 

Stored Payment Options - Add Credit Card: When enabled, Portal Users can add a saved Credit Card to keep on file for future manual or automatic invoice payments.

Stored Payment Options - Manage: When enabled, Portal Users can edit or remove existing stored payment profiles.

All “Stored Payment Options” settings also require "Account Overview - View" to be enabled, since this section is where stored payment profiles are managed.

Assets - View All: When enabled, Portal Users can view all assets associated with the Syncro account (i.e., in their organization).

Assets - View Mine: When "View All" is disabled but "View Mine" is enabled, Portal Users will only be able to view their own assets.

When “View All” and “View Mine” are disabled, the Assets section and corresponding pages cannot be viewed or accessed. 

Assets - Run Script: When enabled, Portal Users can run any script you configure to run on their assets from the Asset page in the Portal. When disabled, Portal Users do not see the option to run scripts on their assets.

Note: "Assets - Run Script" also requires the “Available on Every Customer Portal” box in each script's settings to be checked.

Attachments - View Public: When enabled, Portal Users can view and download any attachments added to the Customer record or attachments uploaded to Tickets. However, you must also select “Make Public on Customer Portal" from the main Syncro application for individual attachments. 

Otherwise, the Attachments section and corresponding pages cannot be viewed or accessed.

Credentials - View All: When enabled, Portal Users can view any credentials saved for their top-level Customer, or any Contacts. 

Credentials - View Mine: When “View All” is disabled but "View Mine" is enabled, Portal Users will only be able to view credentials associated with their own contact record.

When both "View All" and "View Mine" are disabled, the Credentials section and corresponding pages cannot be viewed or accessed.

Note: These permissions affect whether Credentials (if present) can be viewed in the Portal. 

Documentation - View Public: When enabled, Portal Users can view any documentation you set to “Make Public on Customer Portal" from the main Syncro application.

Otherwise the Documentation section and any corresponding pages cannot be viewed or accessed.

Note: Also requires adding customer documentation pages and setting their Page Type to either Customer Portal or All Customer Portals.

Estimates - View All: When enabled, Portal Users can view any published Estimates associated with the Syncro account (i.e., in their organization).

Estimates - View Mine: When “View All” is disabled but “View Mine” is enabled, Portal Users are limited to viewing only published Estimates sent to them. 

Note: Estimates are set to Published by default, but you can adjust this after creating an estimate by selecting "Mark as Draft" from the Process button menu on the Estimate Details page. Optionally, you can check the "Make new estimates 'Draft' by default" box in Admin > Estimates - Preferences.

If an Estimate is awaiting approval, there's also an option to approve (or decline) it.

When both “View All” and “View Mine” are disabled, the Estimates section and any corresponding pages cannot be viewed or accessed.

Invoices - View All: When enabled, Portal Users can view any Invoices associated with the Syncro account (i.e., in their organization).

Invoices - View Mine: When "View All" is disabled but the setting "View Mine" is enabled, Portal Users are limited to viewing only Invoices sent to them.

When both "View All" and "View Mine" are disabled, the Invoices section and any corresponding pages cannot be viewed or accessed.

Invoices - Pay Online: When enabled, Portal Users can pay invoices via the Customer Portal using either a stored card on file or by manually adding a one-time payment method. 

IMPORTANT: If "Invoices - View All" and/or "Invoices - View Mine" are not enabled, invoice payments cannot be made in the Customer Portal regardless of whether the permission "Invoices - Pay Online" is enabled, since there’s no way to access invoices.

Payments - View All: When enabled, Portal Users can view any Payments associated with the Syncro account (i.e., in their organization).

Payments - View Mine: When "View All" is disabled but the setting "View Mine" is enabled, the customer is limited to viewing their own Payments.

When both "View All" and "View Mine" are disabled, the Recent Payments section and any corresponding pages cannot be viewed or accessed.

Tickets - Create New: When enabled, Portal Users can create new tickets from the Customer Portal. (This option persists even if the "Tickets - View All/View Mine" settings are disabled.) 
 

The Open Tickets section (and option to create new tickets) is only completely removed when "Tickets - Create New," "Tickets - View All," and "Tickets - View Mine" are disabled. (This includes ability to create tickets from the Agent System Tray menu. With "Tickets - Create New" disabled, the ../my_profile/v2/asset_new_ticket_form URL is un-reachable.) 
 

Tickets - View All: If "View All" is enabled, Portal Users can view any open ticket associated with the Syncro account (i.e., in their organization).

The ability to view closed tickets also requires enabling "Tickets - Show Status Filters."

Tickets - View Mine: When "View All" is disabled, but the setting "View Mine" is enabled, Portal Users are limited to viewing their own tickets.

The ability to view closed tickets assigned to them also requires enabling "Tickets - Show Status Filters."

When "View All" and "View Mine" are disabled, then tickets cannot be viewed or accessed.

If "Tickets - Create New" is also disabled, the Tickets section is no longer viewable in the Customer Portal.

Tickets - Show Status Filters: If enabled, Portal Users can filter by ticket Status and view historical tickets on the "View All" page. 
 

Otherwise, Portal Users are limited to viewing open tickets and cannot adjust filters to display historical/resolved tickets.

Customer Portal - Access: When disabled, the only view accessible on the Portal is for submitting tickets from the Agent Systems Tray menu using the URL: ../my_profile/v2/asset_new_ticket_form

See also: Access the Customer Portal.