My Customers Permission Set
Overview
Allows Administrators to change the permissions and settings of customer accounts
Customer Settings
Pay Invoice Permissions
None: Prevents Customers from paying their invoice from the account.
Full: Allows Customers to pay invoices
Account Permission
None- Prevents sales reps from seeing customer accounts
View- Allows sales reps to view customer accounts
Create- Allows sales reps to create and view customer accounts
Edit- Allows sales reps to edit, create and view customer accounts
Subscription Permission
None: Prevents customers from viewing or changing subscription
View: Allows customer to view subscriptions
Edit : Allows customers to view and change their subscriptions
Custom Action Permission
None- Prevents accounts from using and seeing custom actions.
Full- allows accounts to see and use custom actions as well as create. (Custom actions can be created in user actions).