> ## 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.

**Audience:** Company users and MSP staff reviewing their own access. Company users, including Company administrators, ask their MSP to manage users and permissions.

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, [open a support request](/user-guides/ticketing/open-a-ticket). 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. [Arrange your sidebar](/user-guides/account/arrange-your-sidebar) 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

* [Manage your profile and email preferences](/user-guides/account/manage-your-profile)
* [Arrange your personal sidebar](/user-guides/account/arrange-your-sidebar)
* [MSP guide: Users and roles](/user-guides/settings/users-roles)