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,
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Lance Tennier
TDL Canada