Customers Permissions Overview

This article provides a comprehensive explanation of the various permissions that are available for Customers.

This article provides a comprehensive explanation of the various permissions that are available in Customers. 

These permissions define the level of access and control that a user has over the customer homepage and the customer record's features and functionality. They can range from basic actions like viewing and creating customers to more advanced capabilities like managing documents in a customer record or running identity verification integrations.

Customers

In this section of the Customer permissions, you are specifically managing actions available in the main customers homepage.

• View Customers: By checking this permission, a user is able to view their own customers in the customers homepage.

• Delete Customers: By checking this permission, a user is able to delete customers in the customers homepage.
• Create Customers: By checking this permission, a user is able to create customers by clicking the Create button at the top right of the page.
• Clone Customers: By checking this permission, a user is able to clone customers in the customers homepage.

Customer

In this section of the Customer permissions, you are specifically managing actions available in a customer record.

• View Customer: By checking this permission, a user is able to open the customer record of a customer from the customers homepage.

• View Customer Status: By checking this permission, a user is able to view the status of a customer in the customers homepage and customer record.
• Edit Customer Status: By checking this permission, a user is able to manually edit the status of customer in the customer record.
• View Customer Details: By checking this permission, a user is able to view the details of a customer (field labels and customer data) in the customer record.
• Edit Customer Details: By checking this permission, a user is able to edit the details of a customer (customer data) in the customer record.
• Request Submission: By checking this permission, a user is able to click the Request button in the customer record which allows the user to send the application to the customer.
• View Generated Documents: By checking this permission, a user is able to view generated documents (eSigned document and eSignature confirmation) in the customer record.
• Download Generated Documents: By checking this permission, a user is able to download generated documents (eSigned document and eSignature confirmation) in the customer record.
• View Supporting Documents: By checking this permission, a user is able to view supporting documents (documents requested in the application) in the customer record.
• Download Supporting Documents: By checking this permission, a user is able to download supporting documents (documents requested in the application) in the customer record.
• View Uploaded Documents: By checking this permission, a user is able to view uploaded documents (documents uploaded directly into the customer record) in the customer record.
• Upload Uploaded Documents: By checking this permission, a user is able to upload uploaded documents (documents uploaded directly into the customer record) in the customer record.
• Download Uploaded Documents: By checking this permission, a user is able to download uploaded documents (documents uploaded directly into the customer record) in the customer record.
• View Notes: By checking this permission, a user is able to view notes in the customer record.
• Edit Notes: By checking this permission, a user is able to add, edit, or remove notes in the customer record.
• View PDF Authoring: By checking this permission, a user is able to view the PDF from the PDF Authoring page in the customer record.

• Attach PDF to Customer: By checking this permission, a user is able to select/change a PDF that is attached to the application in the PDF Authoring page of the customer record.
• Can Edit Attached PDF: By checking this permission, a user is able to edit values on the PDF that is attached in the PDF Authoring page of the customer record.
• Can Print Attached PDF: By checking this permission, a user is able to print the current  PDF that is attached in the PDF Authoring page of the customer record.
• View Integrations: By checking this permission, a user is able to view the integration responses in the Integrations tab of the customer record.

• Run Integrations: By checking this permission, a user is able to run integrations in the Integrations tab of the customer record.

Here is a short video that provides an explanation of the items mentioned above: