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Info

Approval, Order or Requisition limits for a catalogue must be set at the user level. See Updating a user's order limits.


To add custom catalogue access for a customer:

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Excerpt
hiddentrue

Customer Auditing

Any changes made to a customer via the website's Customer Maintenance page are recorded for Auditing purposes. The following information is recorded when a change is made:

  • The ID of the user who made the change.
  • Date + Time the change was made.
  • The action type, which is indicated by I - Inserting a record, U - Updating a record, D - Deleting a record.
  • The name of the table in which the data was updated.
  • The record identifier of the record changed.
  • The name of the field that was updated.
  • The value before the change.
  • The value after the change.

Add Warning Notes

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First, enable Warning Notes:

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Now, add a Warning Note:

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Info

Warning Notes are available from version 3.51 onwards.

Maintain Customer Users

In Customer Maintenance, the All Users tab displays all users attached to that customer account. The user's login ID, first name and surname are displayed, along with the approval limit, order limit and requisition limit. Click the Edit button to access the 'Advanced User Maintenance' page, where user details and settings specific to this Customer can be edited. 
Customer Maintenance - All Users

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