What is Permissions ?
- Read only; the supplier can only display the customer's profile and see his order list, but can not change anything, or charge anything.
- invoices; the provider can view but not edit the customer profile. He can see the order list, and create an order, invoice or subscription,
- Full access the provider can edit all the information in the customer's profile. He can create orders, invoices and subscriptions, add and / or modify credit cards.
The first step is to select Clients
Displayed is overview of Permissions status
Select client menu
Select permissions that you wish to allow for this client.
- Read Only
- Invoice (to invoicing only)
- Full Access
Your client will receive email notification.
Client will have the choice to accept or refuse the message- select Click here
A confirmation email will be sent to the provider.