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Roles & Permissions

Every user in CustomerManager belongs to a customer (your account within the tenant warehouse) and holds a role that controls which screens and actions are available.

What Determines Access

  • Your role (assigned by an administrator in Maintenance → Users) determines whether you can add/edit clients, price packages, manage other users, and similar actions.
  • Your customer profile features (visible under Maintenance → Customer Profile → Features) show which optional features (such as Pricing or Client Registrations) are enabled for your account. Features not yet enabled appear grayed out and are labeled Available rather than Enabled.

Typical Restrictions

  • Only users with the appropriate role can reach Maintenance → Users to add, edit, or change the password of other users.
  • Some accounting features (such as Invoicing) may show a "Coming Soon" placeholder page if the feature has not yet been enabled for your customer.
  • Package pricing and content edits are locked after a package has been picked up by the client or is actively being delivered — this applies regardless of role, and is described further in Pricing Overview.

I can't see a feature I expect to have

Check Maintenance → Customer Profile → Features to confirm whether it is enabled for your account. If it should be enabled, contact your tenant administrator.

I don't have permission to do something

Contact your supervisor or tenant administrator — they can adjust your role or enable the relevant feature.