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How to create a Custom AR role that only has access to Manage Customers

edited Jan 28, 2025 2:13PM in Receivables & Collections 2 comments

I'm creating a Custom Role that only has access to Manage Customers inside Accounts Receivables. The role that is needed has to only visualize the Manage Customers page and not create any new customer.

By selecting privileges, I was able to isolate Manage Customers and the role is able to only see that page inside AR. However, by doing so, some information is not visible. Specifically, inside the Edit Customer page, no information is visible (The name of the person and also any of the information under Personal Information).

The first picture demonstrates what should be seen.

Second picture demonstrates the problem.

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