This is not scientific, but if you browse the duties and privileges and filter by the words "inquire", "view", "review", you can pretty easily identify the items to include in a new role. I notice that there is a duty called "Review Customer Master" which may be all you are looking for.
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Mark Schurmann
Accounting Systems Manager
Automobile Protection Corp
Norcross GA
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Original Message:
Sent: Sep 16, 2019 03:37 PM
From: Jack Ogle
Subject: Add security role for viewing of customer AR account only
What all would I need to add to a role in order to give a user limited access to only view the Accounts receivable > Customer > All customers module?
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Jack Ogle
DFW Heavy Duty
Forth Worth TX
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