Portal Roles
| SatuitSIP Read-Only License | No Permissions - Read-only functionality |
| SIP Base User | ADD_CONTACT ADD_DOCUMENT ADD_PHONES EDIT_CONTACT EDIT_DOCUMENT EDIT_PHONES EDIT_PORTAL_SETTINGS EDIT_PORTAL_ACCESS_MGT |
| SIP Power User | ADD_CONTACT ADD_DOCUMENT ADD_PHONES ADD_SHARED_CONTENT DELETE_SHARED_CONTENT DOCUMENT_UPLOADER EDIT_CONTACT EDIT_DOCUMENT EDIT_PHONES EDIT_PORTAL_SETTINGS EDIT_PORTAL_ACCESS_MGT EDIT_SHARED_CONTENT MOVE_CONTACT PORTAL_USERMANAGER PUBLISH_SHARED_CONTENT |
| Portal Admin | ADD_CONTACT ADD_DOCUMENT ADD_PHONES ADD_SHARED_CONTENT DELETE_SHARED_CONTENT DOCUMENT_UPLOADER EDIT_CONTACT EDIT_DOCUMENT EDIT_PHONES EDIT_PORTAL_SETTINGS EDIT_PORTAL_ACCESS_MGT EDIT_SHARED_CONTENT MOVE_CONTACT PORTAL_ADMIN PORTAL_PUBLISH_BULK PORTAL_USERMANAGER PUBLISH_SHARED_CONTENT |
Portal Permissions
| Functional Area | Function | Description | Permission |
| CONTACT DETAIL | VIEW PORTAL SETTINGS | View Contact Portal Activation Status, Investor View, Contacts with Portal Folders Access (Read-Only) | Baseline Functionality - No Permission Required |
| CONTACT DETAIL | EDIT PORTAL SETTINGS | Manage Contact Portal Activation Status, Investor View, Contacts with Portal Folders Access | EDIT_PORTAL_SETTINGS (PORTAL_USERMANAGER) |
| CONTACT DETAIL | VIEW PORTAL ACCESS MANAGEMENT | View Contact Authentication Settings and Password Management (Read-Only) | Baseline Functionality - No Permission Required |
| CONTACT DETAIL | VIEW PORTAL ACCESS MANAGEMENT | Manage Contact Authentication Settings and Password Management | EDIT_PORTAL_ACCESS_MGT |
| CONTACT DETAIL | VIEW PORTAL AUDIT LOG | View Contact Portal Activity (Read-Only) | Baseline Functionality - No Permission Required |
| CONTACT DETAIL | VIEW PORTAL | View Contact Portal | Baseline Functionality - No Permission Required |
| DOCUMENT DETAIL | VIEW DOCUMENT RECORD | View the details of a Document record (Read-Only) | Baseline Functionality - No Permission Required |
| DOCUMENT DETAIL | ADD DOCUMENT | Create New Document Record | ADD_DOCUMENT |
| DOCUMENT DETAIL | DELETE DOCUMENT | Delete Document Record | DELETE_DOCUMENT |
| DOCUMENT DETAIL | PUBLISH DOCUMENT | Publish Documents to Contacts from Document Record, Edit Publish Properties | PORTAL_PUBLISH |
| DOCUMENT DETAIL | UNPUBLISH DOCUMENT | Unpublish Documents from Contact from Document Record | PORTAL_PUBLISH |
| DOCUMENT UPLOADER | BULK DOCUMENT RECORD CREATION | Bulk Upload Documents to Account Recipient Lists | DOCUMENT_UPLOADER |
| DOCUMENT UPLOADER | EDIT ACCOUNT RECIPIENT LIST | Edit Account Recipient Lists | DOCUMENT_UPLOADER |
| CONTENT LIBRARY | VIEW SHARED CONTENT | View Shared Content Documents and View Document Recipients (Read-Only) | Baseline Functionality - No Permission Required |
| CONTENT LIBRARY | ADD SHARED CONTENT | Add Documents to Shared Content Library | ADD_SHARED_CONTENT |
| CONTENT LIBRARY | EDIT SHARED CONTENT | Manage Shared Content Recipients and Edit Publish Dates, Publish Properties | PUBLISH_SHARED_CONTENT (PORTAL_PUBLISH) |
| CONTENT LIBRARY | DELETE SHARED CONTENT | Delete Documents in Shared Content Library | DELETE_SHARED_CONTENT |
| SATUITCRA > PORTAL | PUBLISH TO PORTAL | Publish Multiple Unpublished Documents | PORTAL_PUBLISH_BULK |
| SATUITCRA > PORTAL | MANAGE USERS | Bulk Manage Portal Settings for Contact List | PORTAL_USERMANAGER |
| SEND ACTIVATION ALERT | MANUAL SEND | Send Activation Alert to select Contacts from Contact List | PORTAL_USERMANAGER |
| SEND ACTIVATION ALERT | AUTO SEND | Send Activation Alert to all active contacts who have not completed the activation | PORTAL_USERMANAGER |
| PORTAL ADMIN | PORTAL ADMIN | Portal Administrative Functions (Potential to break out Security Rights) | PORTAL_ADMIN |