Persons Can Also Be Secured

It's important to be aware that persons can also be secured as a result of "account security". It works like this:

  • If a person is linked to at least one account, users will not be allowed access to the person (or the person's related information) unless they have access to at least one of the person's accounts.
  • If a person is not linked to any accounts (a rare situation), any user may access the person.
Note:

How are persons linked to accounts? A person is linked to an account when an account is created using the methods described under How To Add A New Customer From Control Central and Order User Interface Flow. In addition, you may manually link and unlink persons from account using the Account - Person page.