Assign a Customer Login Role to a Contact

Previous Lesson: Create a Customer Login Role

Introduction

To allow a customer to use the customer login, he must be saved as a contact for that agent. 

To learn about customer contacts visit: Customer Contacts

Assign a Role

Next you need to assign a role to the contact. 

Go to the Agent details, click on the contacts tab. 

Click on the name of the contact you wish to provide with customer login access.

Ensure that a valid and unique email address has been entered for this contact.

Under Customer Login Access Details, select the desired role from the drop down menu.

AssignRole.jpg

 

Click Save and this contact will receive an email allowing them to log in to the customer portal.

 

Next Lesson: Get Your Customer Logged In

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