Wednesday, September 12, 2018

Permissions to remove specific links from the Customer Center

Below are the Links from the Customer Center Login and the respective permissions that should be set to None to restrict customer from accessing the link:

Section

Link

Permission

Billing

Make a Payment

Customer Payment

Print a Statement

Generate Statement

See A/R Register

Accounts Receivable Register

See All Transactions

Find Transaction

Print a Price List

Generate Price Lists

Orders

Enter an Order

Fulfill Orders

See Orders

Sales Order

See Estimates

Estimate

Request a Return

Return Authorization

See Return Requests

Return Authorization

See Items Ordered

Sales Order

Support

See Support Issues

Issues

Edit Your Profile

Customer Profile

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