| Permission | Description | Good to know |
|---|---|---|
| Link: Customer register | ||
| View | Enables the user to view the list and details of customers. | |
| View assigned | Enables the user to view customers assigned to them. | |
| Edit | Enables the user to edit the customer card. | |
| Edit assigned | Enables the user to edit customer information assigned to them. | If you are assigned to a customer, you will automatically receive notifications if the customer, for example, has filed a fault report. |
| Create | Enables the user to add new customers. | |
| Delete | Enables the user to remove customers. | It is better to inactivate the customer to retain the history of work performed with the customer. |
| Upioad | Enables the user to upload documents on the customer card. | |
| Create customer user | Gives the user the permissions to add customers as users of the system so that they can log in, follow ongoing work and approve work and service orders, etc. | Link: Customer users |
| Edit customer user permission | Enables the user to change a customer’s permissions in the system, such as being able to log in, follow ongoing work and approve work and service orders, etc. | |
| Remove customer user | Enables the user to remove a customer user. | |
| Assign | Enables the user to assign a customer to another user. | |
| Remove/edit uploaded file | Gives the user the permission to delete files and modify uploaded files and folders. |
Permissions Customer
Updated on 20 August 2026
