CUSTOMER role grants access only to the self-service customer portal. Choosing the right role for each team member keeps your incident data secure and your workflows predictable.
User roles
A user’s
roles field is an array, so a single account can hold multiple roles. In practice, most team members are assigned a single role that reflects their primary function.Account types
In addition to roles, each account has a type that governs which parts of the platform are available:Inviting team members
UsePOST /api/v1/business/send-invite to invite a new team member and assign their role in the same request:
The invite recipient receives an email with a token-based link. They accept it via
POST /api/v1/business/accept-invite, at which point their account is created with the assigned role and permissions.
Accepting an invite
To decode an invite token before accepting it (useful for pre-filling a sign-up form):The CUSTOMER role
TheCUSTOMER role is distinct from all team roles. Users with this role authenticate through the customer portal (/api/v1/customer) and can only submit incidents, view their own incident history, and read resolution summaries published to the knowledge base. They cannot access your organization’s internal incident dashboard, SLA data, or team settings.
Customer portal users register separately via POST /api/v1/customer/register and log in via POST /api/v1/customer/login. They are not invited through the team invite flow.