Onboarding
Explains client roles (Super Admin, Admin, Project Manager, Marketing, Communications, Contributor, Finance, Legal, Viewer), what each can access, and how capability packs extend permissions.
Your role in the Sun Locke Client Portal determines what you can see and do. A role is a preset collection of permissions that matches common job functions. Most people are assigned a role during onboarding based on the function and activities they declare. Admins can change roles at any time from the Users page.
Super Admin
Full control of the organization and all its data. Can invite users, assign roles, approve access requests, manage security settings, and access billing. Only one or two people in an organization typically have this role.
Admin
Manages team members and settings on behalf of the organization. Can invite users, assign roles, approve elevated permission requests, and customize dashboard settings. Cannot access billing unless the Billing Access capability is added.
Project Manager
Oversees project timelines, tasks, and deliverables. Can create and edit projects, assign tasks, update timelines, and approve deliverables if the Approver capability is added.
Marketing
Creates and manages marketing deliverables and campaigns. Can create and edit projects, upload assets, and access marketing intelligence. Can view approvals but cannot approve work unless the Approver capability is added.
Communications
Handles messaging and stakeholder communication. Can view all deliverables, post announcements, and access resources. Limited ability to create or edit projects.
Contributor
Supports project work without broad access. Can view assigned tasks and deliverables, upload assets, and provide feedback. Cannot approve work or make organization-wide changes.
Finance
Manages billing and payment information. Can view invoices, payment methods, and financial reports. Cannot access projects, tasks, or deliverables unless additional capabilities are added.
Legal
Reviews contracts and ensures compliance. Can access all deliverables for review, view project details, and access the Handbook. Cannot edit projects or make approvals unless the Approver capability is added.
Viewer
Read-only access to view dashboards, projects, and deliverables. Useful for executives or stakeholders who need visibility but won't be doing active work.
Your base role gives you a starting set of permissions. To handle specialized work, your admin can add one or more capability packs that grant extra abilities. Here are the 8 capability packs available:
- Approver: Allows you to approve deliverables, tasks, and access requests.
- Project Lead: Grants full project creation and management, even if your base role is Contributor.
- Billing Access: Lets you view invoices and payment methods.
- Full Billing: All of Billing Access, plus the ability to make payments and manage payment methods.
- Reporting: Access to advanced reports and analytics across all projects.
- Asset Manager: Upload, organize, and manage assets in the Resources library.
- Publisher: Create and publish announcements and communications to the whole organization.
- Campaign Manager: Design, schedule, and run marketing campaigns from the Marketing Intelligence section.
When you request additional permissions during onboarding (for example, checking an activity that requires higher access), the system recommends an appropriate role or capability pack. If that capability goes beyond your base role, the request goes to your admin for approval. Once approved, you'll have those extra abilities right away.
Behind every role and capability pack are 23 individual permissions called granular capabilities. They cover 7 modules: Deliverables, Projects, Approvals, Billing, Reporting, Team, and Communications. Admins can also customize a user's permissions at the granular level if needed. Most people won't need to worry about this level of detail, but it means your portal access is precise.
Only admins can change roles or add capability packs to your account. If you need additional access, ask your admin. If you think your role is assigned incorrectly based on your declared function, you can update your function from Settings and ask your admin to review your role.
If you need additional help, reach out to your Account Manager or submit a support ticket from the Support page.
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