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Access control: Service Central

Your user class and your specific Service Central authorization level affects the degree to which you can view or edit customer requests and payments:

Your user class and your specific Dues authorization level affects the degree to which you can view or edit billing records:

Your user class and your specific AR/Cash authorization level affects the degree to which you can view or edit transactions:

Your user class and your specific Orders authorization level affects the degree to which you can view or edit orders:

Your user class and your specific Fundraising authorization level affects the degree to which you can view or edit fundraising records:

Your user class and your specific Events authorization level affects the degree to which you can view or edit event records:

Task List Item

Required Conditions and Notes

Process customer requests

Full or Casual user + Service Central auth level 1 + SERVCEN license

Process billing

Full or Casual user + Service Central auth level 1 + Dues auth level 1 + SERVCEN and DUES license

Register a customer

Full or Casual user + Service Central auth level 1 + Events auth level 1 + SERVCEN and MEET license

Enter and edit gifts

Full or Casual user + Service Central auth level 1 + Fund Raising auth level 1 + SERVCEN and FUNDR license

Process sales transactions

Full user + Service Central auth level 1 + AR/Cash auth level 1 + SERVCEN and CASH license

Process orders

Full or Casual user + Service Central auth level 1 + Orders auth level 1 + SERVCEN and ORDER license

Enter and edit payments

Full or Casual user + Service Central auth level 2 + SERVCEN license

Generate reports

Full or Casual user + Service Central auth level 2 + SERVCEN license

See Also

Controlling access to the Desktop view of iMIS

Access control: Home page (Desktop view)

Access control: Customers

Access control: Billing

Access control: Events (Desktop view)

Access control: Fundraising

Access control: AR/Cash

Access control: Orders

Access control: Certification

Access control: Exhibition

Access control: Exposition

Access control: Subscriptions

Access control: Referrals

Access control: Leg. Tracking

Access control: Issues

Access control: Xtender

Access control: Marketing

Access control: Process Manager

Access control: System Setup

Access control: iSA

Access Keywords in Customers


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