Permissions

Customers have the opportunity to manage the accessibility they want to give to the provider. The provider can have four types of authorization in the customer account;

1. Read-only; the supplier can only display the customer's profile and see his order list, but can not change anything, or charge anything.
2. Invoices; the provider can view but not edit the customer profile. He can see the order list, and create an order, invoice or subscription,
3. Credit Card; the provider can view but not edit the customer profile. He can see the order list, and create an order, invoice or subscription, manage your credit card (add, save and delete them)
4. 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.

How to change a client's account permission

Go in the Clients Menu and look for your client. Select Display

Under the client's name click on the Permission status

Request permission. Your client will received an email asking him to accept or revoke the access.

AS A CLIENT - How to Revoke or accept Permissions

In the client's account Open the client Menu and select "Permission Granted"

Confirm