Operations CRM - Assign Customer Group Roles when Adding a New User (Companies)

1. Assign group roles to new customers

   Operation portal users can assign group roles to new customers at the same time you create their account. This is particularly helpful if customers need multiple roles within the customer portal. It will also allow you to better organize users’ roles within the Operations Portal.

   

2. Type to search for the company in the "Search" field

   Navigate to "Companies". In order to access "Companies" you will need to be set up either as an "administrator" or a "superuser", or have the appropriate roles: "companyView", "companyEdit", and "customerEdit. You can then type to search for the company in the "Search" field.

   

3. Go to the details page of the company

   Now, go to the details page of the company by clicking its more details icon.

   

4. Click "Add Customer"

   Click the "Add Customer" icon.

   

5. Enter the username

   Fill in the "Username" field with the customer's email address.

   

6. Select a group role

   Next, you need to select a group role from the list. Note that you can assign multiple group roles to the customer.

   

7. Click "x" to remove the group role

   You can click the "x" button to remove the group role.

   

8. Click "Add"

   Now, click "Add" to add the new customer.

   

9. Click "Group Roles"

   To check if the group role is assigned to the customer, go to the "Group Roles" tab.

   

10. Group role assigned to new customer

    Here, you will see the group role you assigned earlier to the customer.

    

11. Click "Roles"

    Now, go to the "Roles" tab.

    

12. Roles assigned to the group role

    All roles assigned to the group role will be listed here.