Customer Portal user guide

About users and permissions

User categories and types​

• Customer Users - Customer Admin, Customer Regular, and Multi-Account Access Users.

• UiPath Users.

  User category	User type	Description
  Customer Users	Customer Admin	Customer Admin is the initial user type that is granted access to a Customer Portal account. By default, they have access to all features within the Customer Portal. A Customer Admin can invite colleagues, from their organization, to Customer Portal. Permissions for the users are set by the Customer Admin when sending the invitation. For more information about inviting users, see the Inviting a User page. A Customer Admin can modify the permissions of existing Customer Regular Users, granting them additional access or revoking access to certain features.
  Customer Users	Customer Regular	Customer Regular users have their individual permissions set by a Customer Admin. Customer Regular users are not allowed to invite other users to join the Customer Portal. An account can have multiple Customer Regular users.
  Customer Users	Multi-Account Access	A user can be invited to multiple Customer Portal accounts. The roles and permissions, a user has for each account, are unique to the account they are in. For example, User A can be a Customer Admin in Account A, but be a Customer Regular User in Account B.
  UiPath Users	UiPath	UiPath users can be found inside the Company tab, in the UiPath Contacts section. The UiPath Contacts section lists the name, position, and email address of the UiPath team members associated with your account.

  Note:

  An organization can have multiple Customer Admin users.

Permissions​

Default permissions​