The table below gives some of the permissions available for the standard Customer Center and their impact on your website’s My Account section. The default permission level for the standard Customer Center is given. For a full list of the standard role permissions defined for the Customer Center, read Standard Roles Permissions Table.
Transaction subtab
| Permission | Standard Customer Center permission | Action in My Account |
|---|---|---|
| Estimate | View | Customers can view quotes created by their sales representative in My Account. |
| Generate Statements | Create | Customers can print a statement that lists all transactions, including invoices, credit memos and payments, for a given date range. |
| Invoice | View | Customers can view their invoice history.NoteInvoices that are pending approval are not displayed in the My Account area of your Commerce website when the Approval Routing feature is enabled. |
| Return Authorization | Create | Customers can request item return directly from My Account. |
| Sales Order | Edit | Customers can view their purchase history in My Account. |
Lists subtab
| Permission | Standard Customer Center Permission | Action in My Account |
|---|---|---|
| Issues | View | If you have set up Issue Management, customers can view issues and their status. |
| Cases | Edit | If you have set up Support Management, customers can view cases and their current status. |
For more detailed information on configuring the Customer Center role to suit your requirements, see Customizing the Customer Center Role.
To set the default customer role for your website:
- Go to Setup > Company > General Preferences.
- In the Default Role for New Customers field, select the newly customized Website Customer Center role.
- Click Save.