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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
    1. If the security role doesn't already have access to Questionnaire, Billing, Interpreter Review, Payroll or Rates & Rules in order to get to the Communication History, you will also need to give them View permissions for Systems Maintenance under Questionnaire heading.
  6. Click Save Changes



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

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