---
title: "Permissions"
slug: "permissions-2"
updated: 2026-06-02T16:53:24Z
published: 2026-06-02T16:53:24Z
canonical: "help.idibilling.com/permissions-2"
---

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

# Permissions

Users responsible for managing profiles and subscriber accounts will require several permissions related to Customer Portal functionality.

| **I need to …** | **Permission** | **Delivered Role** |
| --- | --- | --- |
| Log on to the portal as a subscriber. **Note**: Existing OnlineBill users can log into Customer Portal with their existing OnlineBill credentials. Upon upgrade to IDI platform 23.12 or higher, the Customer Portal role will be added to existing OnlineBill users, so they will not require new credentials. | - Customer Portal: Allow Log On | Customer Portal User |
| Configure and customize profile(s) in Customer Care to meet appearance/behavior requirements for different markets. **Note**: Both Customer Portal & Customer Care roles are required, if using delivered roles. You can create a single role that has all needed permissions. | - Customer Portal: Allow Log On - Customer Portal: Manage Customer Portal | Customer Portal Administrator |
| - Customer Care: Manage Customer Portal Administration | Customer Care Admin |
| Manage customer portal accounts as a customer service representative (unlock account, reset password, edit bill notification, edit email address, disable user). | - Customer Care: Manage Customer Portal User | Customer Care Admin |
| Impersonate a customer portal user | - Customer Portal: Impersonate | Customer Portal Administrator |
| Create and manage notification templates related to Customer Portal | - Communications: Manage Templates | Communications Admin |