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Audience: MSP staff managing their own account. These personal controls do not edit another user’s role or the shared navigation defaults. For those tasks, use Users and roles or shared navigation settings. Your role determines which actions you can perform. Your company access determines which organizations’ records you can work with. A visible menu item does not guarantee permission to create, edit, delete, or export its records.

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Find your role and permissions

1

Open User Settings

Go to Settings > User Settings (/settings/user). Your profile summary shows your assigned role.
2

Open permission details

In the Access card, select View details beside Permissions. The Your Permissions drawer groups the permissions associated with your role by area.
3

Check the action you need

Find the module and review the available actions. Viewing information and making changes can require different permissions. Close the drawer when finished; this screen does not edit your role.
View details button used to open the permissions summary.

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Check your company access

In the Access card, select the company count beside Company access. The Company Access drawer lists the companies available to you. If the company you need is missing, ask your MSP to review your company assignment or access group. Where the portal provides a company selector, check the selected company before opening a record. A role can allow a module while the company selection or assignment still limits the records you see.

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Request a permission change

Contact your MSP and include the module, the action you need, the affected company, and what happens now. For example: “I can view tickets for our company, but I need permission to create a new ticket.” Include the page address or the exact error message when useful. If you can create tickets, open a support request. If you cannot access the portal or the ticket form, use your IT provider’s usual support channel.

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Client Health and scoring access

Client Health and Health Score Configuration are MSP tools. Company users, including Company administrators, cannot open the Client Health dashboard, set manual risk flags or change scoring. Ask your MSP to explain a health assessment or review the underlying information.

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Why a page or action may be missing

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FAQs

No. Client Health, manual risk flags and scoring configuration are MSP tools. Ask your MSP to explain an assessment or review its evidence; Company administrator status does not grant access.
No. Access > View details is a read-only summary. Your MSP manages your role, permissions, and company access.
Company user administration is handled by the MSP. Ask your MSP to add a user, change a role, or adjust company access.
Users may have different roles and company assignments. Features, integrations, and navigation settings can also affect what appears. Ask your MSP to compare access for the specific action.
No. Sidebar layout and permissions are separate. Arrange your sidebar to organize available pages; ask your MSP for additional access.
Open Settings > User Settings, then select the company count in the Access card.
No. Both the permissions and company-access drawers are read-only.