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Give role access to view Customer record

edited Jun 2, 2025 2:53PM in Ask A Guru 5 comments

Hi, I am working to set a role up for our organisation which has limited permissions.

I have been able to give the role access to view sales orders, work orders, and cases, but I am stuck on how to give access to view Customers.

I also want the user with this role to be able to create new cases and edit existing ones. Can you tell me how?

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