{"id":29437,"date":"2026-08-18T20:25:25","date_gmt":"2026-08-18T18:25:25","guid":{"rendered":"https:\/\/support.serviceprotokoll.se\/kb\/permissions-customer\/"},"modified":"2026-08-20T18:23:40","modified_gmt":"2026-08-20T16:23:40","slug":"permissions-customer","status":"publish","type":"ht_kb","link":"https:\/\/support.serviceprotokoll.se\/en\/kb\/permissions-customer\/","title":{"rendered":"Permissions Customer"},"content":{"rendered":"\n
Permission<\/strong><\/th>Description<\/strong><\/th>Good to know<\/strong><\/th><\/tr><\/thead>
<\/td><\/td>Link: Customer register<\/a><\/td><\/tr>
View<\/td>Enables the user to view the list and details of customers.<\/td><\/td><\/tr>
View assigned<\/td>Enables the user to view customers assigned to them.<\/td><\/td><\/tr>
Edit<\/td>Enables the user to edit the customer card.<\/td><\/td><\/tr>
Edit assigned<\/td>Enables the user to edit customer information assigned to them.<\/td>If you are assigned to a customer, you will automatically receive notifications if the customer, for example, has filed a fault report.<\/td><\/tr>
Create<\/td>Enables the user to add new customers.<\/td><\/td><\/tr>
Delete<\/td>Enables the user to remove customers.<\/td>It is better to inactivate the customer to retain the history of work performed with the customer.<\/td><\/tr>
Upioad<\/td>Enables the user to upload documents on the customer card.<\/td><\/td><\/tr>
Create customer user<\/td>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.<\/td>Link: Customer users<\/a><\/td><\/tr>
Edit customer user permission<\/td>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.<\/td><\/td><\/tr>
Remove customer user<\/td>Enables the user to remove a customer user.<\/td><\/td><\/tr>
Assign<\/td>Enables the user to assign a customer to another user.<\/td><\/td><\/tr>
Remove\/edit uploaded file<\/td>Gives the user the permission to delete files and modify uploaded files and folders.<\/td><\/td><\/tr><\/tbody><\/table><\/figure>\n","protected":false},"excerpt":{"rendered":"

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…<\/p>\n","protected":false},"author":2,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_searchwp_excluded":"","footnotes":""},"ht-kb-category":[1043],"ht-kb-tag":[804,845],"class_list":["post-29437","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-permissions","ht_kb_tag-customers","ht_kb_tag-permissions"],"_links":{"self":[{"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/ht-kb\/29437","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/comments?post=29437"}],"version-history":[{"count":2,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/ht-kb\/29437\/revisions"}],"predecessor-version":[{"id":29578,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/ht-kb\/29437\/revisions\/29578"}],"wp:attachment":[{"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/media?parent=29437"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/ht-kb-category?post=29437"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/ht-kb-tag?post=29437"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}