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assign_child_company_roles [2013/12/18 21:05] ybarajas |
assign_child_company_roles [2013/12/18 21:22] (current) ybarajas |
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+ | =====Assign a child company to a role==== | ||
+ | **To assign a child company to a role:** | ||
+ | |||
+ | {{::roles_manage_assigned_customers.png?600|}} | ||
+ | |||
+ | - On the **Manage Roles** list, select the role you want to assign users to, and then select **Manage Customer Assignment** from the drop-down list. | ||
+ | - Select the role. | ||
+ | - In the search box next to **Search for a customer**, enter the company name or company ID of the companies that you would like to assign. //**Note:** After entering search terms, any companies matching those terms will be highlighted below and they will remain highlighted after the search box has been cleared until another company is selected.// | ||
+ | - Using the right arrow, move your selected company from the **Available Customers** column to the **Assigned Customers** column. You can unassign a company from a role by selecting the company and clicking the left arrow button. | ||
+ | - Using the arrow controls, repeat steps 3 and 4 until you have you have assigned all desired users to the role. | ||
+ | - Click **Save.** | ||
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+ | [[:portal_guide|Portal Guide]] > [[:account_tab|Account Tab]] > [[manage_roles|Manage Roles]] |