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Customer Management Permissions

Permissions for creating and managing customer and broker records.

Written by Alvys Admin

Customer Management permissions control who can create, edit, activate, or delete customer and broker/3PL records. This guide explains each one.

The full guide covers:

  • Create, Edit, Activate, and Delete Customer

  • Where to find these permissions

  • Limits and behavior

Also known as: add customer, edit customer, broker records, 3PL, can't create customer.

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