Access and permissions in Customers
What you can see and do depends on modules and features switched on for your organisation and the permissions in your roles. Both must allow it.
Modules and features
| Module or feature | What it switches on |
|---|---|
| Customer (needs Partner) | All of Customers |
| Party, with Person or Organization | Creating identities and showing names, addresses and contacts |
| Customer feature Groups | Customer groups |
| Customer feature Holds | Holds |
| Customer feature Notes | Internal notes |
| Customer feature External references | External system references |
| Customer feature Address assignments | Billing, shipping and other address assignments |
| Customer feature Contact assignments | Purchasing, invoicing and other contact assignments |
When Customer or Partner is off, or you lack customer.view, you see Customers unavailable:
"Customer access requires enabled Customer and Partner modules and customer.view permission."
Permissions
| Work | View | Change |
|---|---|---|
| Customer accounts | customer.view | create customer.create; edit customer.update; status changes customer.manage |
| Credit settings and holds | customer.credit.view | credit customer.credit.manage; holds customer.hold.manage |
| Internal notes | customer.note.view | customer.note.manage |
| External references, address and contact assignments | customer.view | customer.update |
| Customer groups | customer.group.view | customer.group.manage |
Creating a customer also needs party.view and partner.view. To create a new identity you need
party.create; to create a new Partner, partner.create.
Seeing names and addresses comes from Party: party.view, party.address.view and
party.contact.view. Without them the customer shows IDs, for example "Party address #812 — shared read
permission unavailable".
Example roles at Bright Home Supplies:
| Person | Permissions |
|---|---|
| Farah (accounts) | customer.view, create, update; credit.view; hold.manage; note.view, note.manage; party.view, party.create; partner.view, partner.create |
| Nadia (sales) | customer.view; credit.view; note.view; party.view |
Permissions are read when you sign in. After an administrator changes them, sign out and in, or select Refresh access on the Customers unavailable page.
Next: Create a customer.