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Access control: Referrals

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

Task List Item

Required Conditions and Notes

Manage referrals

Full or Casual user + Referral auth level 1 + REFERRAL license

Generate reports

Full or Casual user + Referral auth level 2 + REFERRAL license

Set up module

Full user + Referral auth level 8 + REFERRAL license

Create referral orders

Full user + Referral auth level 5 + REFERRAL license

Delete expired

Full user + Referral auth level 5 + REFERRAL license

Rebuild search indexes

Full user + Referral auth level 5 + REFERRAL 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: Service Central

Access control: Exhibition

Access control: Exposition

Access control: Subscriptions

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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