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Customer permissions

Permission description
Task
User
Notes
Manage customers
Access
Customer user
Overall access permission
Add customer
Add
Customer user
 
Update customer details
Update
Customer user
 
Update customer self status
Update
Customer user
 
Update customer credit limit
Update
Administrator
 
Block/unblock customer account
Update
Administrator
 
Update customer name
Update
Customer user
 
Remove customer
Remove
Customer user
 
Reinstate customer
Update
Customer user
 
Print customer listing
Print
Customer user
 
Send customer listing to spreadsheet
View
Customer user
 
View customer booking report
Access
Customer user
Overall access permission
Print customer booking report
Print
Customer user
 
Send customer booking report to spreadsheet
View
Customer user
 
View customer age analysis
Access
Customer user
Overall access permission
Print customer age analysis
Print
Customer user
 
Send customer age analysis to spreadsheet
View
Customer user
 
View customer detailed ledger
Access
Customer user
Overall access permission
Print customer detailed ledger
View
Customer user
 
Send customer detailed ledger to spreadsheet
View
Customer user
 
Access to statements
Access
Customer user
 
Print statements
 
Customer user
 
Print aged balance listing
 
Customer user
 
Send aged balance listing to spreadsheet
 
Customer user
 
View customer sales report
Access
Customer user
Overall access permission
Print customer sales report
Print
Customer user
 
Send customer sales report to spreadsheet
View
Customer user
 
Print customer booking summary
Print
Customer user
These grids are reflected in the invoicing and receipts forms
Send customer booking summary to spreadsheet
View
Customer user
These grids are reflected in the invoicing and receipts forms
Manage members
Access
Customer user
Overall access permission
Add member
Add
Customer user
 
Update member details
Update
Customer user
 
Remove member
Remove
Customer user
 
Reinstate member
Update
Customer user
 
Assign member to a group
Add
Customer user
 
Remove member from a group
Update
Customer user
 
Print member listing
Print
Customer user
 
Send member listing to spreadsheet
View
Customer user
 
View members assigned to bookings report
Access
Customer user
Overall access permission
Print members assigned to bookings report
Print
Customer user
 
Send members assigned to bookings report
View
Customer user
 
Manage membership groups
Access
Customer user
Overall access permission
Add membership group
Add
Customer user
 
Update membership group
Update
Customer user
 
Remove membership group
Remove
Customer user
 
Print membership group listing
Print
Customer user
 
Send membership group listing to spreadsheet
View
Customer user
 
Import members
Access
Administrator
Overall access permission
Print imported data grid
Print
Customer user
 
Send imported data grid to spreadsheet
Send
Customer user