Security Profile Setup (Account Profile)

MoversSuite Administration > Personnel > Security Profile

 

The Security Profile Setup settings associated to the Order Information module determine access to the Account Profile tab for each branch.

 

The following table describes the Access Type settings for the Order Information module.

 

NOTES

Order Information module settings apply to each branch of service.

Assign Security Profiles to users through their Personnel Setup.

The Allow Manager Privileges flag does not affect Account Profile functionality.

 

 

Security Profile Setting

Functionality

Module: Order Information

Access Type: Read Only

 

Users can do the following in the Account Profile tab with :

Set the primary contact

Send emails to contacts

Override services

Module: Order Information

Access Type: Full

 

Users can do the following in the Account Profile tab:

Change the Account Profile

Update general notes

Set the primary contact

Send emails to contacts

Override services

 

 

RELATED TOPIC:

Account Profile Setup and Administration

Security Profile Setup