Hello,

We are looking to setup a security group in Adagio that can edit customers, but not create a new customer either through OE, CQ, or AR. We want prospects to be created, then have someone review the account before transferring them to a customer.

I can disable the transferring for a security group, but I don't see anywhere I can disable the creation of a new customer.

Thanks,

Hi Lance,

At the current time, if a user has security access to editing customers, then they also have access to creating new customers, There isn't a security setting to specifically restrict access to the new (and copy) customer functions.

I have forwarded your request to R&D.