In order to access the Communication History, the relevant permission must be selected in the security role assigned to your user.
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- Go to Maintenance > Security - only a user who has permission to edit Security roles can do this
- Search for the security role to be updated
- Double click on the role to open it
Click Edit
- Scroll to the Portal heading and select Full Control for Communications History
- Click Save Changes
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If the security role doesn't already have permissions to Questionnaire, Billing, Interpreter Review, Payroll or Rates & Rules, to get to the Communication History, you will also need to give them View permissions to Systems Maintenance under the Questionnaire heading. |
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For details on how to access and search the Communication History, refer to Searching the Communication History
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