Operations Customers - Assign and Delete Customer Group Role from a Customer

1. Navigate to "Customers"

   To assign and delete customer group roles, navigate to "Customers" section in the Operations Portal.

   

2. Click "Customers"

   Then, click on "Customers". In order to access "Customers" you will need to be set up either as an "administrator" or a "superuser", or have the appropriate roles: "customerView", and "customerEdit".

   

3. Search for the customer's name or email address

   Search for the customer's name or email address.

   

4. Click on the more details icon

   Click on the more details icon to view the customer details page.

   

5. Click "Group Roles"

   Then, click on the "Group Roles" tab.

   

6. Click "+Assign Group Role"

   Click on the "+Assign Group Role" field to display available group roles.

   

7. Select the group role

   Select the group role you would like the customer to have.

   

8. Go to "Roles" tab

   To check the roles given to the customer, go to the "Roles" tab.

   

9. Assigned Roles

   Here you can see the roles that have been assigned as a group to the customer.

   

10. Click "Group Roles"

    To delete group roles, click the "Group Roles" tab.

    

11. Click the row number to highlight the row

    Click the row number to highlight the row.

    

12. Click "Edit"

    Click the "Edit" menu.

    

13. Select "Delete selected rows"

    Select "Delete selected rows".

    

14. Go to "Roles" tab

    To check if the roles have been deleted, go back to the "Roles" tab.

    

15. Click the "Reload" icon

    Click the "Reload" icon to refresh the grid and see the update.

    

16. The roles have been deleted from the customer's account

    The roles have been deleted from the customer's account.