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Understanding user permissions in Customer module
Who is this article for?
Users who want to understand the permissions
System Admin access is required.
This article summarizes the key permissions within the Customer module, outlining what each allows, the required access levels, and any conditions for use.
1. Understanding user permissions in Customer module
Below is the list of permissions that may be granted to individuals or to groups. The table shows the following information for each permission:
Other Permissions Required: Sometimes the user will not be able to use the assigned permission without having additional permissions.
For example, a user who has permission to read Customer records will also require permission to access the Customer module.
Editable Conditions: Some permissions can be edited to only trigger under certain conditions.
Description: What the user will be able to do when they have access to this permission.
| Permission Name | Other Permissions Required | Editable Conditions | Description |
|---|---|---|---|
| Customer Module Access | None | None | Allows access to the Customer module. |
| Design Customer Reports | Customer Module Access | None | Allows access to the Report Designer via the Print dialog in this module. |
| Customer Read | Access Customer | None | Allows user to view Customer record details, including properties and to launch any associated attachments. |
| Customer Edit | Customer Module Access Customer Read | None | Allows the editing of the details of a Customer. |
| Customer Create | Access Customer | None | Allows the user to add new Customer records. |
| Customer Raise Complaint | Customer Module Access Access CA/PA Module | None | Allows a user to create a Customer Complaint. |
| Customer Read Complaint | Customer Module Access Access CA/PA Module | None | Allows the user to open Complaints associated with the records in the CA/PA module. |
| Customer Delete Complaint | Customer Module Access Customer Read | None | Allows a user to delete a Customer Complaint |
| Customer Create Note | Customer Module Access Customer Read | None | Allows note creation. |
| Customer Note Edit | Customer Module Access Customer Read | None | Allows a note to be edited but not deleted. |
| Customer Note Delete | Customer Module Access Customer Read | None | Allows note deletion. |
| Customer Edit Attachment | Customer Module Access Customer Read | None | Allows a user to add or edit the file/collection attached to the Customer. |
| Customer Edit User Defined | Customer Module Access Customer Read | None | Allows a user to edit user defined fields for a Customer. |
| Customer Edit Related | Customer Module Access Customer Read | None | Allows a user to add or edit related Customers. |
| Customer Print | Customer Module Access Customer Read | None | Allows the user to print. |
| Customer Delete | Customer Module Access Customer Read | None | Allows the user to delete a Customer. |
| Customer User Defined 1 Quick Add | Relies on the ability to edit Additional Fields. | None | Allows new entries to be added to this user-defined field when forms are being filled in. |
| Customer User Defined 2 Quick Add | Relies on the ability to edit Additional Fields. | None | Allows new entries to be added to this user-defined field when forms are being filled in. |
| Customer User Defined 3 Quick Add | Relies on the ability to edit Additional Fields. | None | Allows new entries to be added to this user-defined field when forms are being filled in. |
| Customer User Defined 4 Quick Add | Relies on the ability to edit Additional Fields. | None | Allows new entries to be added to this user-defined field when forms are being filled in. |
| Customer User Defined 5 Quick Add | Relies on the ability to edit Additional Fields. | None | Allows new entries to be added to this user-defined field when forms are being filled in. |