Customer Direct
Gives a user access to the Distribution tab. This is where distribution location and route information is found.
- Access Distribution Locations
Allow a user to access locations for adding or tracking distribution counts.
- Add Locations
Gives a user the ability to add a new distribution location. These locations can be associated with companies already in the CRM or they can be brand new.
- Edit Locations
Gives a user the ability to edit distribution locations. This includes contact information, addresses, display to drop off and drivers serving that location.
- Modify Location Details (Draw, Freq, Display, etc.)
Gives a user the ability to edit distribution location details, such as draw, frequency and display.
- Delete Locations
Gives a user the ability to delete distribution locations.
Gives a user access to the subscriptions in the database.
- Add/Edit Subscriptions
Gives a user the ability to add new subscriptions and edit existing subscriptions.
- Edit Running Subscriptions
With this permission, users can edit subscriptions whose start dates have passed. With the ‘Add/Edit Subscriptions’ permission but not this permission, you can edit any subscription whose start date is in the future.
- Bulk Subscription Changes
Gives a user the ability to make changes to subscriptions in bulk. This includes changing the start or end date of the subscription, the status of the subscription, the type of subscription and the shipped status.
- Bulk Subscription Invoice Changes
Gives a user the ability to bulk change the template used for subscription invoices.
- Invoiced Subscription Changes
Allow a user to change invoiced subscriptions.
- View All Subscriptions
User can view all subscriptions. Otherwise, a user can alone see subscription for contacts fi they are the rep on their account.
- View Paid Subscriptions
When you don't have this on you can only see comp subscriptions. Normally, sales reps won't have the option to see paid subscriptions. Only circulation managers should need to see paid subscribers.
Allow users access to subscription payments.
- Record Payments
Gives a user the ability to record a cash or check payment against an open subscription invoice. A user will also be able to process a credit card against an open subscription invoice.
- Payment Search
Gives a user access to the list of recorded subscription payments.
- Void Payments
Gives a user the ability to void a payment made against a subscription invoice. A user will accomplish this from the payment search, so they will need that permission as well.
- Edit Payments
Gives a user the ability to edit a payment made against a subscription invoice. This includes adding or editing the memo made with the payment and the payment date. A user will accomplish this from the payment search, so they will need that permission as well.
Gives a user access to the subscribers in the database. These can be found by going to Subscriptions > Subscribers.
Gives a user access to the Events tab. Depending on the permissions in this section, a user can either view events or create and edit events.
- Create & Edit Events
Allow a user to create a new event and make changes before the event goes live.
- Close & Re-Open Events
Allows users to ‘Close an Event’ or re-open a closed event, which marks all the relevant line items associated with that event as done.
Gives a user access to a contacts cart to view orders.
Gives a user access to the Ecommerce tab. Depending on the permissions in this section, a user can view ecommerce orders, invoices, and payments and approve customers and pending orders.
- Approvals
Allow users to approve customers and pending orders.
Updated 1/17/2026