The Security Profile settings associated to the Order Information module are what determine access to the Account Profile Management interface and Account Profile tab for each branch.

 

Figure 11: MoversSuite Administration - web > User Setup > Security Profile settings

 

Set the Order Information Module attributes within the MoversSuite Administration - web > User Setup > Security Profile setup for each branch.  Reference the table below for an explanation of these attributes.

 

For each Branch, the available Account Profile settings are:

Granted Account Profile privileges

Order Information module has an Access Type of Read Only

Cannot change Account Profile within Account Profile tab

Can set the primary contact

Can send emails to contacts

Can override services

Order Information module has an Access Type of Full

Same as Access Type of Read Only only except:

Can change Account Profile within Account Profile tab

Order Information module has an Access Type of Full and the Manager flag is set

Same as Access Type of Full except:

Can access the Account Profile Management interface (available through MoversSuite >Tools > Manage > Account Profile)

 

 

Note: The Security Profile is assigned to employees through the MoversSuite Administration - web > User Setup > Personnel > User Setup > Security Profile setting.