User Group Security
OptionsClient Management User Group Security
For a User to be able to create or modify customer related information, certain security privileges must be granted to the User through the User Group Security options within SedonaSetup. The following User Group Security options located within Application Access/CM, DX and OP security options section pertain to Customer, Site, System record creation and maintenance.
Customer Explorer (AR) – Allow Users access to the Customer Explorer form.
New Customer (AR) – Allow Users to create a new Customer or Master Account.
Manage Contacts (AR) – Allow Users to create a new or modify Billing or Site Contact names, addresses, phone numbers and email addresses.
Edit Existing Customer (AR) – Allow Users to modify information on existing Customer or Master Account records.
Create New Site (AR) – Allow Users to create a new Site on an existing Customer or Subaccount.
Edit Existing Site (AR) – Allow Users to modify information on existing Site records.
Create New System (AR) – Allow Users to create a new System on an existing Customer or Subaccount.
Edit Existing System (AR) – Allow Users to modify information on existing System records.
Create New Customer RMR (AR) – Allow Users to create new Recurring Lines on an existing Customer Site or System or an existing Subaccount Site or System.
Edit Existing RMR – Allow Users to modify information on existing Recurring Line records.
Customer Custom Fields Site (AR) – Allow Users access to the Custom Fields tab on an existing Customer or Subaccount. The User is also able to enter information into any field setup for data entry on the Customer Custom Fields form.
Customer Documents (AR) – Allow Users to view documents attached to a Customer, Master Account or Subaccount record. Users will only be able to view documents with a Security Level less than or equal to the User Group security level assigned to the User’s User Group.