Customer Center Custom Permissions
When customizing an existing module or creating a new one, ensure that the appropriate permissions are granted to the customer center role. See Customizing the Customer Center Role for more information.
The following table lists the web store features that require custom permissions. This table lists the default minimum permissions required for each item in the Customer Center. When customizing or creating a feature, you may need to test the combination of permissions and levels to ensure the feature works correctly.
Feature |
Subtab |
Permission |
Level |
Orders menu |
Transactions |
Find transactions Sales orders |
View View |
Returns menu item |
Transactions |
Find transactions Return authorizations |
View View |
Quotes menu item |
Transactions |
Find transactions Estimates |
View View |
Invoices menu item |
Transactions |
Find transactions Invoice |
View View |
Transaction history menu item |
Transactions |
Find transactions Additionally, you must grant permissions for at least one of the following: Invoice Credit Memo Customer Deposit Deposit Application 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 |
Customer Payment Invoice |
Create View |
Print statement button (account balance) |
Transactions |
Generate Statements |
Create |
Request return button (invoice details) |
Transactions |
Return Authorization |
Create |
Make a payment (invoice details) |
Transactions |
Customer Payment Invoice |
Create View |
Make a payment (invoice list) |
Transactions |
Customer Payment Invoice |
Create View |
Request a return (order history) |
Transactions |
Return Authorizations |
Create |
Recent orders (overview) |
Transactions |
Find Transactions Sales Order |
View View |