Overview
Why Use This Feature
Reduces incorrect customer setup
Prevents unauthorised finance changes
Simplifies user experience with guided flows
Ensures consistent and accurate data entry
Step by Step
Step 1: Configure Role Permissions
Go to System Setup
Navigate to Roles
Select the role you want to configure and click edit
Go to actions
Configure permissions for each customer type:
Prospect
Cash
Account
Enable or disable:
Create customers
Edit customer details
Convert customer types (if applicable)
Step 2: Understand Customer Types
When creating or editing customers, permissions will control access to:
Prospect
Early-stage enquiries
Minimal required details
Ideal for sales teams
Cash Customer
Pay-as-you-go customers
No credit account needed
Account Customer
Full account setup
Typically involves finance approval and credit terms
⚠️ Users will only see the types they are permitted to create or edit.