This shows you the differences between two versions of the page.
|
assign_child_company_roles [2013/12/18 21:05] ybarajas |
assign_child_company_roles [2013/12/18 21:22] (current) ybarajas |
||
|---|---|---|---|
| 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]] | ||