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Roles and permissions

For: Everyone with a Portal login

Which role you have and what it puts in your sidebar

Every Portal login has one role. Your role decides what shows up in the sidebar and what you can change. Whoever set up your account picked it.

Where to see your role

Click your name at the bottom of the Portal sidebar. The menu that opens shows your email and your role. That menu spells the client roles out in full: Client Owner, Client Admin and Client Viewer. Invitation emails call them Owner, Administrator and Viewer. Same roles.

Lab roles

These are the people who work at a lab that runs on the Portal.

RoleIn your sidebar
Lab AdminDashboard, Orders, Companies, Instruments, Test Catalog, Pricing, Analytics, Import Data, Billing, Team, Settings
Lab TechDashboard, Orders, Instruments, Test Catalog, Import Data

Lab client roles

These are the people at a brewery or producer who send samples to a lab.

RoleIn your sidebarPlaces orders
OwnerDashboard, Orders, Products, Analytics, Billing, Team, SettingsYes
AdministratorDashboard, Orders, Products, Analytics, SettingsYes
ViewerDashboard, Orders, Products, Analytics, SettingsNo, read-only

Contract facility roles

Contract facilities call orders Sampling Events. Facility guides are in progress.

RoleIn your sidebar
Facility AdminDashboard, Companies, Batches, Sampling Events, Test Requests, Instruments, Test Catalog, Pricing, Analytics, Import Data, Team, Settings
Facility TechDashboard, Batches, Sampling Events, Test Requests, Analytics, Import Data
Contract ClientDashboard, Batches, Sampling Events, Test Requests, Analytics, Settings

Need a different role?

Ask the person who manages your team: a Lab Admin or Facility Admin, or your company's Owner if you're a lab client. If you open a page your role can't use, the Portal shows You can't open this page. Everything else you use still works.

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