Customer Group Admin

Customer Group Admin

This feature allows you to provide restricted access to specific customers for a customer group which can then be applied to an individual user.

This is an additional module for Vision Warehousing.

You can edit/view/create a new customer group on this tab.

You can remove a customer from the group by clicking on the Remove Customer button.

• You will receive a message to confirm the removal permission to view the customer's records

If the user has a customer group against their user - this shows when they log into the application.

Customer Team Admin

With User Teams, you can find control access to various areas of the application on top of the existing Group Maintenance. Use this screen to create new and edit existing User Teams.

You can edit and create a new Customer Team

• Edit - using the button

• Create - entering the details in the top row of the grid