Differences

This shows you the differences between two versions of the page.

--- assign_child_company_roles [2013/12/18 21:05]
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+++ assign_child_company_roles [2013/12/18 21:22] (current)
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@@ Line 1: / Line 1: @@
+=====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.**
+[[:portal_guide|Portal Guide]] > [[:account_tab|Account Tab]] > [[manage_roles|Manage Roles]]