Contact Authorization Keys

Job Roles

Accounts Payable

Levels

• Level 1 - Allows access to only view contact records.

• Level 2 - Allows access to create contact records.

• Level 3 - Allows access to edit a contact record, only if the user is the inside or outside salesperson for that contact's primary entity.

• Level 4 - Allows access to edit or delete all contact records.

Dependencies

None.

Additional Information

The WOE.MAINT authorization key, defined for Customer Maintenance, also applies to Contact Maintenance.

If you have Level 3 or Level 4 assigned, when you are managing an order and want to change contact information, the system prompts you to replace the main contact, add as additional parameter, or use it for that order only.

In this scenario, if you have Level 3 you must also be assigned as the inside or outside salesperson on the contact record.

Required For:

• Handling EDI Custom Data on Orders

• Setting up WIT Vendors

• Entering User Defined Data for Entities

• Invoice Batch File Layout for Third-Party Billing

• Statement Batch File Layout for Third-Party Billing

• Entering User-Defined Data for Products

• Managing Contacts Through Contact Maintenance

• Managing Fax Information

• Managing Call Tracking Entries

Job Roles

Order entry personnel.

Levels

None.

Dependencies

None.

Additional Information

If unassigned, users must access Contact Maintenance directly to update the phone number or email address. Standard authorization applies.

The CONTACT.MAINT authorization key is not required for this feature.