Customer Owner

Users ›› User Roles ››
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The customer owner role is the highest access level within the Client Cloud application.


This user can edit any customer level options including: create, edit and delete all clients, see closed cases, create, edit, and delete users, and edit customer settings (contact info, mileage rate).


This user type still needs to be assigned a Client Cloud (standard or read only) and an Client Invoice (invoice reviewer, employee/vendor, or invoice reader) role to properly access both applications.