Eagle Client Portal

Client FAQ and Feedback

4 Vote

Enhancement request: List of User roles

Team, I have a request from client who would like to download a list of their users in Portal for audit purpose. Please let me know if this is feasible? Screenshot of User Admin is not a good way to fulfill audit requirements. Thanks, Jason

Created 21 Sep 10:33 by Guest

User Admin

3 Shipped
1 Vote

Would like options for limiting user access within Portal

We would like the ability to set whether or not a user can open/edit cases/requests. This permission granularity would allow us to still give some users access to the portal without them being able to access areas we do not wish them to.

Created 09 Jan 21:33 by Peter Schubert

User Admin

5 Shipped
1 Vote

Editing First Name and Last Name

I am the Administrator for my company. When creating users, I've made a mistake in the Last Name of my colleague. When I click on Edit, these 2 fields are grey and cannot be changes. Why is this the case and how can I get it corrected? Answer: For...

Created 11 Aug 19:52 by Renee Plamondon

User Admin

0 Shipped
1 Vote

What roles and access controls are available?

Answer: There are no roles per se, but administrators will have the ability to assign User Profiles.

Created 31 Jul 21:09 by Kyung Hwang

FAQ / User Admin

0 Shipped
1 Vote

Will there be more than one administrator per client?

Answer:. An enhancement has been added to allow for more than one administrator.

Created 28 Jun 16:20 by Kyung Hwang

General FAQ / User Admin

0 Shipped
1 Vote

What is a group and how do I set one up?

Answer: A group represents a subset of users that you would like to be included on an email distribution list.

Created 17 Mar 22:09 by Kyung Hwang

General FAQ / User Admin

0 Shipped
1 Vote

What are User Profiles?

Answer: The concept of User Profiles means you can indicate if a user is a change approver and what notifications they receive.

Created 17 Mar 22:09 by Kyung Hwang

General FAQ / User Admin

0 Shipped
1 Vote

Who has access to update/unlock user accounts and how often will passwords need to be reset?

Answer: A. Passwords expire every 60 days. Users will be prompted to update the password when the password expires. B. Each user has the ability to reset their password with the following steps : (If you attempt to login and cannot login due 1. La...

Created 17 Mar 22:08 by Kyung Hwang

General FAQ / User Admin

0 Shipped
1 Vote

What is the role of the administrator?

In response to our clients request for accountability for administration, we created the administrator role. The administrator will have the ability to enable and disable users along with general management of the user base. This new role should s...

Created 17 Mar 22:08 by Kyung Hwang

General FAQ / User Admin

0 Shipped