Permissions & Access Levels
Client Cove uses a role-based access control system to ensure that every user sees only what they need to see. This keeps your data organized and secure.
Role-Based Access
Every user in Client Cove is assigned a role that determines what they can do within the portal. Roles are configured by your service provider.
Common Roles
| Role | Description |
|---|---|
| Client Admin | Full access to all features within the client account. Can manage other users. |
| Client Member | Standard access to tickets, files, and messages. Cannot manage users. |
| Client Viewer | Read-only access. Can view files and tickets but cannot create or modify them. |
Your service provider may have additional custom roles based on their workflow.
Permission Levels
Permissions control access to specific features:
| Permission | Admin | Member | Viewer |
|---|---|---|---|
| View dashboard | Yes | Yes | Yes |
| Create tickets | Yes | Yes | No |
| View all tickets | Yes | Own only | Own only |
| Upload files | Yes | Yes | No |
| Download files | Yes | Yes | View only |
| Send messages | Yes | Yes | No |
| Manage users | Yes | No | No |
| View audit logs | Yes | No | No |
Understanding Your Access
To see your current role and permissions:
- Go to Settings
- Click Account
- Your role is displayed under your profile information
If you see a feature that appears grayed out or inaccessible, it is likely outside your current permission level.
Requesting Access Changes
If you need additional permissions:
- Contact your Client Admin (if your organization has one)
- Or create a support ticket requesting the access change
- Your service provider will review and approve or deny the request
Access changes are logged in the audit trail for security purposes.