Authorization levels for Customers

Your authorization level for Customers determines which functions you can access:

• To find and view customer records, you need at least authorization level 1.
• To run reports, you need at least authorization level 2.
• To create and edit customer records, you need at least authorization level 3.
• To add new addresses, you need at least authorization level 3.
• To delete customer records, you need at least authorization level 4 and the Allow Delete from Customer Portfolio option must be enabled by your administrator.
• To access the Manage tables window, you need at least authorization level 5.
• To access the Set up module window, you need authorization level 8.
• Access to the History area is based on security for each feature.