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 section, tick Full Control for Communications History
- Click Save Changes
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| Warning |
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If the security role doesn't already have permissions permission to an element within Questionnaire, Billing, Interpreter Review, Payroll or Rates & Rules, to get to the Communication History, you will also need to give them View view permissions to Systems Maintenance under the Questionnaire heading will also need to be given in order to access Communication History. |
For details on how to access and search the Communication History, refer to Searching the Communication History
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