Account (for Partner)

The following section describes how restricting permissions impacts the Account feature for the Partner.
  • View: The View permission is in read-only mode for Partner role. Partners can always view an account.

  • Add: If the check box associated with Add is selected, the Partner can add a new account. If you clear the check box associated with Add, the Partner is restricted from adding a new account.

  • Edit: If the check box associated with Edit permission is selected for a Partner role, the Partner can edit any existing account. If the check box associated with Edit permission is cleared, Partners are restricted from editing any accounts.

  • Assign: The Assign permission is not applicable for Partner role.

  • Delete: If the check box associated with Delete is selected, a Partner can delete an existing account. If you clear the check box associated with Delete, a Partner is restricted from deleting an account.