When customers log in to the Arctera portal for contact management https://portal.arctera.com/contacts, Admin users can add or update contacts by assigning specific roles, permissions, and access levels. These settings determine what actions each user can perform within the system.

Types of access that Admins can provide when adding or updating contacts:

• Unrestricted Access : Users have broader permissions, including administrative capabilities such as managing licenses, editing roles, and modifying access levels.

• Restricted Access : Users have limited permissions focused on operational activities such as case creation and viewing relevant information. Managing licenses are restricted.

Types of contact roles and permissions that Admins can assign to contacts:

1. Admin 

• Unrestricted Access:
  • Can manage licenses
  • Can add/edit contact roles (except Bill to)
  • Can modify access levels and status (Active/Inactive)
  • Can create cases
• Restricted Access:
  • Cannot manage licenses

2. Technical

• Unrestricted Access:
  • Can manage licenses
  • Can create cases
  • Can view Company Information
  • Can be added/edited by Admin 
• Restricted Access:
  • Cannot manage licenses

3. Bill to

• Unrestricted Access:
  
  • Can view billing information
  • Cannot login to My Account/Support portal
  • Cannot manage licenses
  • Cannot create cases
  • Cannot be Added/edited by Admin
• Restricted Access:
  • Can view billing information
  • Cannot login to My Account/Support portal
  • Cannot manage licenses
  • Cannot create cases
  • Cannot be Added/edited by Admin (Please reach out to the customer support team for any changes)

4. Security Contact : A Security contact will receive notifications concerning security incidents or other unexpected security events affecting your organization.

Customer Contact Roles define the level of access and responsibilities assigned to users within the system.

Access can be categorized as Unrestricted or Restricted, which determines what actions a user can perform, such as managing licenses, creating cases, or viewing company and billing information.