By default any user who is allowed to edit a customer account will be allowed to edit Custom Attribute information on the CRM tab (except for the Credit group – that is secured separately) but you may want to restrict who can setup the attribute and group choices that appear in the dropdown lists.
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Navigate to File > Security > Manage Roles.
To allow permission to manage (add new, edit, remove) Attribute Groups and Custom Attributes:
|
Tab |
Item |
Action |
|
Accounts Receivable |
CRM Manage Custom Attribute Group |
Enable on menu |
|
|
CRM Manage Custom Attribute Group |
Enable on menu Manage |
Similar to the data on the customer account Credit/Finance tab, there is a separate permission to allow access to the Credit group on the CRM tab.
To allow permission to edit the attributes in the Credit group on the Customer Account CRM tab:
* not everyone may need this
|
Tab |
Item |
Action |
|
Accounts Receivable |
Customers |
Edit CRM Credit Info* |
To allow permission to export Custom Attributes:
|
Tab |
Item |
Action |
|
Administration |
Export Data |
CRM Custom Attributes |
Note
If a user does not have permission to view Credit group custom attributes, they will not be allowed to preview or export them either.