Security Profile Setup (Account Profiles)

MoversSuite Administration > Personnel > Security Profile

 

The Security Profile Setup settings associated to the Order Information module determine access to the Account Profile tab for each branch.

 

The following table describes the Access Type settings for the Order Information module.

 

Notes:

Order Information module settings apply to each branch of service.

Assign Security Profiles to users through their Personnel Setup.

 

Security Profile Setting

Functionality

Module: Order Information

Access Type: Read Only

Manager flag: Not set

 

Users can do the following in the Account Profile tab with :

Set the primary contact

Send emails to contacts

Override services

Module: Order Information

Access Type: Full

Manager flag: Not set

 

Users can do the following in the Account Profile tab:

Change the Account Profile

Update general notes

Set the primary contact

Send emails to contacts

Override services

Module: Order Information

Access Type: Full

Manager flag: Set

 

Users can do the following in the Account Profile tab:

Change the Account Profile

Update general notes

Set the primary contact

Send emails to contacts

Override services

 

 

RELATED TOPIC:

Security Profile Setup