Authorization levels: Customers (../CS)

The functionality available to a user is based on the user’s Customers authorization level, user class, and licensing. Casual users have extended capabilities in Customers, so the highest authority level they can have here is 4.

Note: The Specific Types field in the Staff Access area of the Users window affects what can be seen and done in the Customers feature, by limiting which customer types the user can edit.

What each user type can do

  • Full and Casual users with auth level 1 can find and view contact records

    • Note: Level 1 users select Manage customers to find and view those records.

  • Full and Casual users with auth level 1 can manage committees and chapter rosters
  • Full and Casual users with auth level 2 can run reports
  • Full and Casual users with auth level 3 can create and edit contact records
  • Full and Casual users with auth level 4 can delete contact records

    • Note: To disable contact record deletion, go to Set up module > General, Basic Options.

  • Full and Casual users with auth level 4 can find and print duplicate records
  • Full and Casual users with auth level 4 can import activities (requires keyword)
  • Full users with auth level 8 can merge duplicate records

What navigation items appear

Task list item

Required conditions and notes
Manage customers

Full or Casual user + Customers auth level 1 + MEMBERSHIP license
Manage committees

Full or Casual user + Customers auth level 1 + MEMBERSHIP license
Manage chapter rosters

Full or Casual user + Customers auth level 1 + MEMBERSHIP and CHAPTER license
View activity tasks

Full or Casual user + Customers auth level 1 + MEMBERSHIP license
Manage Accumail

Full user + Customers auth level 8 + MEMBERSHIP and ACCU license
Manage QAS

Full user + Customers auth level 8 + MEMBERSHIP and QAS license
Manage duplicates

Full or Casual user + Customers auth level 4 + MEMBERSHIP and DMM license
Generate reports

Full or Casual user + Customers auth level 2 + MEMBERSHIP license
Import activities

Full or Casual user + Customers auth level 4 + MEMBERSHIP license

An access keyword (see Access Keywords in Customers) might be required in your user record
IQA > Contacts

Full or Casual user + Customers auth level 2 + Reporting group + MEMBERSHIP license
IQA > Prospects

Full or Casual user + Customers auth level 2 + Reporting group + MEMBERSHIP and AQMGMT license
Set up tables

Full user + Customers auth level 5 + MEMBERSHIP license
Set up tables > Relationship types

Full user + Customers auth level 5 + MEMBERSHIP and RELATION license
Set up module

Full user + Customers auth level 8 + MEMBERSHIP license
Set up fundraising

Full user + Customers auth level 5 + MEMBERSHIP and FUNDR license
Set up product label preferences

Full user + Customers auth level 5 + MEMBERSHIP license

Use Product Label Preferences must be selected in the Customer Setup - Address and Notes window