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Creating a limited Role for a Vendor
We contract our transportation, and want to use existing saved searches as a dispatch board for that transportation company.
The requirement is that the role needs:
Access to ONLY Specific saved searches.
Access to drill into cases in those searches.
Access to customer information (Name, Address, Phone) but NOT Sales, transactions, etc.
Can I add the above limited access items to a Vendor Role through Vendor Center, or so I need to create a custom role in Support Center?
The issue with Support center is that there are tabs in the center that link to reporting and searches that the Vendor does not need to see, but that our support group does.
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