Portal Users
Manage the team of users in a vendor organization.
Where to find it
URL: /portal/users
Access: Requires users:manage permission (admin-equivalent within the vendor org)
User fields
| Field | Purpose |
|---|---|
| First name, Last name | Display name |
| Login + notifications | |
| Password | Initial password (required on create) |
| Admin flag | Bypasses all permission checks |
| Permissions | Granular — see table below |
Permission matrix
Non-admin users can have fine-grained permissions. Available scopes:
| Group | Permission | What it grants |
|---|---|---|
| Users | manage | Create/edit/delete team users |
| Clients | create | Create new clients |
view_all | See all clients (not just own) | |
edit_all | Edit any client | |
| Buyback quotes | create | Create quotes |
view_all | See all quotes | |
edit_all | Edit any quote | |
| Repair quotes | create | Create repair quotes |
view_all | See all repair quotes | |
edit_all | Edit any repair quote | |
| Dashboard | view_all | Access the metrics dashboard |
| Tickets | view | See support tickets |
view_all | See all team tickets |
Inviting a user
- Go to
/portal/users - Click Add User
- Enter name, email, temporary password
- Check permissions (or admin flag)
- Save
- Share credentials with the new user — they can change password at first login
Permission changes are audited
Every change to a user's permissions is logged in vendoruser_permission_log:
- Who changed what
- Old vs. new values
- Timestamp
Visible to admins in the audit log.