Client Management Customer Query Builder User Group Security

  User Group Security Options

For a User to be able to Company Rate Change functionality 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 pertain to the Company Rate Change.

Customer Query Builder – Allows a User access to the Customer Query Builder report designer (ad-hoc reporting tool).

Print Customer Queries – Allows a User to print the report results designed with the Customer Query Builder.

Export Customer Queries – Allows a User to export the report results to a .csv file.