Authorization levels: Referrals (../CS)
The functionality available to a user is based on the user’s Referral authorization level, user class, and licensing. The highest authority level a Casual user can have here is 2.
What each user type can do
- Full and Casual users with auth level 1 can find and view referrals
NoteLevel 1 users select Manage referrals to find and view those records.
- Full and Casual users with auth level 2 can run reports
- Full users with auth level 3 can create and edit referrals
- Full users with auth level 4 can delete referrals
What navigation items appear
| Task List Item | Required Conditions and Notes |
|---|---|
| Manage referrals | Full or Casual user + Referral auth level 1 + REFERRAL license |
| Generate reports | Full or Casual user + Referral auth level 2 + REFERRAL license |
| Set up module | Full user + Referral auth level 8 + REFERRAL license |
| Create referral orders | Full user + Referral auth level 5 + REFERRAL license |
| Delete expired… | Full user + Referral auth level 5 + REFERRAL license |
| Rebuild search indexes | Full user + Referral auth level 5 + REFERRAL license |