Notes

• Permissions settings are available only for customer management users, not for customer staff users.  The permissions you set here will apply to the customer management user and, for the information that is applicable to customer staff user, the permission will apply as well to the customer staff user.  For example, by default, customer staff users do not have access to certain "sensitive" information, such as Balance or Costs.  Those fields will never show for customer staff users regardless of the permissions you set here. 
• You can establish order entry permissions for the customer using these permission settings.  The customer management user can further restrict the customer staff user's access to order entry functions via their Tools -> Change Rights for Staff User button, but these rights will be limited to the permissions that you have established here for the customer management user.  So, if the customer management user does not have the permission to create/edit an order, the customer staff user also will not be able to create or edit an order in the portal, regardless of the configuration the customer management user has set up in their Change Rights for Staff User setting.
• Only In-house users with Crik-IT Admin permissions can change permissions for Customer users.
• Once you set permissions for a customer user, please sign in as that user to make sure everything is configured correctly.

How to Set Customer User Permissions

Log into Crik-IT.  From the Crik-IT Main Page, go to the Tools tab, and click on the Maintain Permissions button.  Then select the username of the customer user for whom you want to update the permissions.

Note that if you have many users in Crik-IT, you can filter the names that show in the Select User dropdown by choosing the "Customer Users" option from the Select User Type dropdown.

Details

Most of the permission settings are self-explanatory, but there are some things to be aware of:

Main Page Permissions

See charts showing 3 year purchases

If your Crik-IT subscription includes charts, you can control whether a customer user can see their sales history in chart form.  That looks something like the screenshot below.  Note that if your subscription doesn't include charts, the customer user won't see the charts regardless of how this permission is set.  Also, customer staff users never see the charts.

Items Tab Permissions

See Items SRP Column

If this permission is turned off, the customer user will no longer see the Price List report in their Reports tab.  Regardless of how you set this permission for the customer user, the customer staff user will never see the SRP.

See Items Cost Column

If the Item Cost permission is turned off, the customer user will no longer see their cost in the portal's Items grids, or when entering and submitting an order.  However, that customer user will still have access to the Invoices and Order Confirmations tabs and will be able to see costs in those documents.

Note that when a customer user without Item Cost permission submits an order, the PDF copy of the order that is emailed to the customer user AND to the vendor's order desk email address(es) will not show the order costs.

Regardless of how you set this permission for the customer user, the customer staff user will never see the Cost.

Order Entry Permissions

Create/edit order

If this is checked, the user can create and edit a Crik-IT order, AND also has the permission to See Previous Orders.  The See Previous Orders permission cannot be turned off for a customer user who has permission to Create/edit Order.

Customer Staff User Notes

• The customer management user can give their customer staff username the right to access the Crik-IT order entry functions, but these rights will be limited to the permissions that you have established for the customer management user.  So, if the customer management user does not have the permission to create/edit an order, the customer staff user also will not be able to create or edit an order in the portal, regardless of the configuration the customer management user has set up in their Tools -> Change Rights for Staff User setting.
• Likewise, customer staff usernames will be restricted to the other permissions that you have established for the customer management username.  For example, if you set the customer user to not have access to the Miscellaneous field or the Status field on the Main Page, those fields will also be hidden for the customer staff user.  
• Certain fields are always hidden for customer staff users, regardless of the permissions you set for the customer management user.  Examples include the Balance column and the Available Credit column.  Columns like this are hidden by default for staff users.

Copy Permissions from One Customer User to Another

A really handy feature is that you can set up one customer user with the permissions you want all of your customers to have.  Then, when you add a new customer username to the portal, you just have to copy the permissions from the customer user you have already configured to the new customer user.  To do this, do the following steps:

• select the new customer username from the Select User dropdown.
• Click the Copy Settings from Another User button.  
• A new dropdown will appear with a list of your customer usernames.  Select the customer username that you want to copy the permissions from.

• Click the Copy Settings button and confirm that you want to copy the permissions.
• When done, you can click the Cancel Copying button to hide the Copy From section.