docs/8.0/ayanova/docs/adm-global-settings.md

@@ -110,11 +110,38 @@ Tags are matched to **any single** matching tag in the selected tags. This means
 
 ### Customer Access settings
 
-These settings control access to features in AyaNova for Customer Contact users
+These settings control access to self-service features in AyaNova for [Customer Contact](cust-contacts.md) users.
 
+Customer / Head Office Contacts do not automatically have access to login to AyaNova, they need to have a password and login set up for them initially, once they can login, these settings control *specific* access to features.
+
+#### Customer contact Users
+Contacts of a Customer are able to access information for that Customer unless further restricted by tags.
+
+#### Head office contact Users
+A Contact of a Head office is able to access information for *all* Customers of that Head office unless further restricted by Tags.
+
+#### Common settings for customer access features
+**Active** - most customer feature access settings have an Active checkbox control which, when checked, grants access to that specific feature to all Customer Contact users who can login.
+
+**Tags** - all customer access features can be further restricted by [Tags](ay-start-form-tags.md) so that only a specfic subset of all Customer Contact users are allowed access to that feature.
+
+For example when a feature has a Tag selection control labelled "Restrict to Contact, Customer or Head Office with any of these tags" this means that if any one single tag in that Tag selection control also is set on that Contact, their Customer or Head office objects then they have access to that feature. 
+
+Any Contact users who do not have that tag set to them or their Customer or Head office objects will not be able to use that feature (or even see it).
+
+This means you can grant control via tags down to a single Customer Contact only, or a Head office of multiple Customers or Customer by Customer as appropriate to your business.
+
+Note that tagging a Head office will grant rights to a *Customer* contact when it is that Customer's Head office, in other words granting specific rights by Tag on the Head office "trickles down" to the Contacts of the Customer of that Head Office, not just Head office type Contacts.
+
+
+#### Customer Service Requests 
+
+This feature gives the Customer the ability to view a list of past Customer service requests as well as make new ones.
+
+The `Message to customer` field sets the *optional* prompt message displayed to the Customer in their Customer Service Request form to provide specific instructions to Customers when they fill out Customer service requests. It is displayed as plain text at the top of the CSR form.
+
+HERE NEXT 
 - Default work order report - sets which Work order report is available to Customers through AyaNova. If not set they are not able to view or download their own work order reports
-- Customer Service Request message to Customer - sets message displayed to the Customer in their Customer Service Request form. This optional display is available to provide specific instructions to Customers when they fill out Customer service requests. It is displayed as plain text at the top of the CSR form
-- Customer Service Requests - Customer service requests: viewing a data table of CSR's, creating new CSR's and viewing existing CSR's
 - WorkOrders - Customer Work orders: view a data table of their work orders, and optionaly print work orders
 - Work order header Wiki - View the Wiki section of the Work order Header (no other Wiki parts of Work Order) if they are able to view their own work orders
 - Work order header Attachments - Grants access for the customer to be able to download _any_ of the attachments for that work order set in it's header only (no other Attachment areas of Work Order)