Extra permissions - modify customer data


 

An extra functionality has been added that makes it possible to determine which users can edit customer data in a file. You can find these rights under System - User Groups - 'Select a User Group' - File - File Screen- 'Job related Party Popup'.  

  1. Job related party popup - View permissions 

 

You can select another party by using the search field or you can blank the third party field. You cannot change customer data here. You can only load another customer using the search field. 

 

  1. Job related party popup - all permissions unchecked 

 

 

You can view the different parties in a file, but you cannot open the customer data/other party data popup. It is not possible to modify the data of the parties. So, if you don't want a particular user to see the customer data/data of a third party, you can turn off all rights. If these rights are off, the user will only see the name of the party, but no info like the address, phone number, email address, ... 

 

 

  1. Job related party popup -> Edit rights on-> here you can edit customer data/ data of the parties in a file. 

 

 

 

  1. Job related party popup - Delete rights on -> no extra functionality provided behind these rights. 

Last update:
2022-01-25 14:37
Author:
Sophia Bouhajra
Revision:
1.0
Average rating:0 (0 Votes)
 

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