> ## Documentation Index
> Fetch the complete documentation index at: https://docs.msportal.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Understand your role and company access

> Find your assigned permissions, check company access, and request a change from your MSP.

export const guideLink0_0 = "/msp-guides/ticketing/open-a-ticket"

export const guideLink1_0 = "/msp-guides/account/arrange-your-sidebar"

export const guideLink2_0 = "/msp-guides/account/manage-your-profile"

export const guideLink3_0 = "/msp-guides/account/arrange-your-sidebar"

**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](/user-guides/settings/users-roles) or [shared navigation settings](/user-guides/getting-started/customizing-the-sidebar).

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.

## Find your role and permissions

<Steps>
  <Step title="Open User Settings">
    Go to **Settings > User Settings** (`/settings/user`). Your profile summary shows your assigned role.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<img src="https://mintcdn.com/msportal/CuJu_16D8ZGdquKW/images/product/account-permission-details-control.png?fit=max&auto=format&n=CuJu_16D8ZGdquKW&q=85&s=8344551242781ac5fe0d90b7b6f9c536" alt="View details button used to open the permissions summary." width="302" height="64" data-path="images/product/account-permission-details-control.png" />

## 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.

## 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, <a href={guideLink0_0}>open a support request</a>. If you cannot access the portal or the ticket form, use your IT provider's usual support channel.

## 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.

## Why a page or action may be missing

| What you notice                                     | What to check                                                                                                   |
| --------------------------------------------------- | --------------------------------------------------------------------------------------------------------------- |
| A page is absent from the sidebar                   | It may be hidden by your personal or MSP-provided navigation layout, or unavailable for your role.              |
| A page opens but a Create or Edit button is missing | Your role may permit viewing without permitting that action.                                                    |
| A company or its records are missing                | Check your company access and selected company.                                                                 |
| An integration-specific tab is missing              | Your MSP may need to enable the feature, connect a supported integration, or make the data available.           |
| A page has an access-denied message                 | Ask your MSP to check your effective role and company assignment. Reordering the sidebar does not grant access. |

## FAQs

<AccordionGroup>
  <Accordion title="Can I open Client Health or change its scoring as a Company user?">
    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.
  </Accordion>

  <Accordion title="Can I change my own permissions?">
    No. **Access > View details** is a read-only summary. Your MSP manages your role, permissions, and company access.
  </Accordion>

  <Accordion title="Can a Company administrator create users or change their roles?">
    Company user administration is handled by the MSP. Ask your MSP to add a user, change a role, or adjust company access.
  </Accordion>

  <Accordion title="Why can a colleague do something that I cannot?">
    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.
  </Accordion>

  <Accordion title="Does showing a hidden page in my sidebar give me access?">
    No. Sidebar layout and permissions are separate. <a href={guideLink1_0}>Arrange your sidebar</a> to organize available pages; ask your MSP for additional access.
  </Accordion>

  <Accordion title="Where can I see which companies I can access?">
    Open **Settings > User Settings**, then select the company count in the **Access** card.
  </Accordion>

  <Accordion title="Do I need to save anything after viewing permissions?">
    No. Both the permissions and company-access drawers are read-only.
  </Accordion>
</AccordionGroup>

## Related guides

* <a href={guideLink2_0}>Manage your profile and email preferences</a>
* <a href={guideLink3_0}>Arrange your personal sidebar</a>
* [MSP guide: Users and roles](/user-guides/settings/users-roles)
