Customer Center Custom Permissions
When customizing or creating a module, make sure the customer center role has the right permissions. For more information, see Customizing the Customer Center Role.
The following table lists web store features that need custom permissions. The table shows the minimum permissions required for each item in the Customer Center. When customizing or creating a feature, test different permission combinations to ensure it works as expected.
|
Feature |
Subtab |
Permission |
Level |
|
Orders menu |
Transactions |
|
|
|
Returns menu item |
Transactions |
|
|
|
Quotes menu item |
Transactions |
|
|
|
Invoices menu item |
Transactions |
|
|
|
Transaction history menu item |
Transactions |
Additionally, you must grant permissions for at least one of the following:
The combination of permissions granted determines the items of the transaction type filter that is displayed. |
View |
|
Print statement menu item |
Transactions |
Generate Statements |
Create |
|
Cases menu |
Lists |
Cases |
Create |
|
Continue to payment button (account balance) |
Transactions |
|
|
|
Print statement button (account balance) |
Transactions |
Generate Statements |
Create |
|
Request return button (invoice details) |
Transactions |
Return Authorization |
Create |
|
Make a payment (invoice details) |
Transactions |
|
|
|
Make a payment (invoice list) |
Transactions |
|
|
|
Request a return (order history) |
Transactions |
Return Authorizations |
Create |
|
Recent orders (overview) |
Transactions |
|
|