|
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
|
|
