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Portal Roles and Permissions
Portal Roles and Permissions

A breakdown of which permissions are available for each role.

Allie Roberts avatar
Written by Allie Roberts
Updated over a week ago

Below is a chart showing which permissions are assigned to each role level in the Portal.

Org. Admin

IT Admin

Billing Admin

Regional Manager

Location

Manager

User

Dashboard

X

X

X

X

X

X

Applicants

X

X

X

X

WebID

X

X

X

X

Billing

X

X

Settings / Users

X

X

X

X

Settings / Devices

X

X

X

X

X

Settings / Locations

X

X

X

X

X

Settings / WebID

X

X

Settings / Integrations

X

X

Settings / Updates Management

X

X

Dashboard

The dashboard displays overall data from the organization, regardless of the user's role. However, it can be customized to show data for specific locations.

Applicants

Most roles with "Applicants" permissions can view applicants across the entire organization. However, "Managers" and "Users" are restricted to viewing applicants for their specific location only.

WebID

All roles with WebID access can send authentication invites to applicants. In the WebID tab, each user will only see the invites they personally sent. To view scan results from invites sent by others, users must look up the applicant in the "Applicants" tab.

Billing

The "Billing" tab allows organizations or locations to add to their WebID scan balance (shown at the top right of the portal) and manage or pay for their desktop and portal subscriptions.

Settings / Users

This section enables users to add, edit, or delete users in the portal. Password and MFA resets can also be handled here.

Settings / Devices

Manage settings for PALIDIN Desktop devices in this section.

Settings / WebID

Customize the appearance of the authentication invitations sent to applicants.

Settings / Integrations

Manage integrations with other applications from this section.

Settings / Updates Management

Control how often PALIDIN Desktop devices receive updates and determine whether they stay on the stable release or switch to the insider release.

If you have questions, please contact support by:

Calling 800.883.8822

Monday-Friday, 7AM - 5PM PST

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