Id details

#About Id details

This is a record detail page, opened from a list to view or work on one record in Website & Tenant Portal (Website Portal). It is used by prospects and account owners. What you can see and do depends on your role and permissions.

#How to open it

In Website & Tenant Portal, open Website Portal and choose “Id details”, or go directly to the address /portal/support/[id] (the part in square brackets is the identifier of the record you are viewing).

#What you can do here

Detailed controls for this page have not yet been documented. Use the page itself to see what is available, and ask your administrator if an action you expect is missing.

#If something is missing or fails

1. No data: confirm the company or context selected in the top bar, and any filters or date range in use.
2. An action is hidden or disabled: it usually needs a permission your role does not have. Ask an administrator to check your effective access.
3. An error message appears: note the message, the page address and what you were doing, and contact support with those details (never include passwords).

#About this guide

This guide was generated from the page’s implementation. It has not yet been reviewed by a person against a running system, so treat it as a reference for what the page contains rather than a complete procedure.