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In order to access the Communication History, the relevant permission must be selected in the security role assigned to your user.

Step-by-step guide

To add this permission to a security role:

  1. Go to Maintenance > Security - only a user who has permission to edit Security roles can do this
  2. Search for the security role to be updated
  3. Double click on the role to open it

  4. Click Edit

  5. Scroll to the Portal heading and select Full Control for Communications History
  6. Click Save Changes


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.


For details on how to access and search the Communication History, refer to Searching the Communication History

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