Customer Center Custom Permissions

When customizing an existing module or creating a new one, ensure that the appropriate permissions are granted to the customer center role. See Customizing the Customer Center Role for more information.

The following table lists the web store features that require custom permissions. This table lists the default minimum permissions required for each item in the Customer Center. When customizing or creating a feature, you may need to test the combination of permissions and levels to ensure the feature works correctly.

Feature	Subtab	Permission	Level
Orders menu	Transactions	Find transactions Sales orders	View View
Returns menu item	Transactions	Find transactions Return authorizations	View View
Quotes menu item	Transactions	Find transactions Estimates	View View
Invoices menu item	Transactions	Find transactions Invoice	View View
Transaction history menu item	Transactions	Find transactions Additionally, you must grant permissions for at least one of the following: Invoice Credit Memo Customer Deposit Deposit Application The combination of permissions granted determines the items of the transaction type filter that is displayed.	View
Print statement menu item	Transactions	Generate Statements	Create
Cases menu	Lists	Cases	Create
Continue to payment button (account balance)	Transactions	Customer Payment Invoice	Create View
Print statement button (account balance)	Transactions	Generate Statements	Create
Request return button (invoice details)	Transactions	Return Authorization	Create
Make a payment (invoice details)	Transactions	Customer Payment Invoice	Create View
Make a payment (invoice list)	Transactions	Customer Payment Invoice	Create View
Request a return (order history)	Transactions	Return Authorizations	Create
Recent orders (overview)	Transactions	Find Transactions Sales Order	View View

Related Topics

My Account Menu Permissions

Website Restriction

Website System Notes

General Notices