Manage Customer Assignments

Assigning Customers to a Published Service Package

You can assign customers to any published Service Package. Each customer may only be assigned to a single Service Package.

Customers not explicitly assigned to a published Service Package will receive access to the clients and other settings designated by the default Service Package.

To assign (or re-assign) customers to a published Service Package:

  1. On the Manage Service Packages page, select the published Service Package to which you wish to assign customers, and then click Manage Assignment.
  2. Under Unassigned Companies, select a company you wish to assign to a Service Package. Drag and drop the name of the company to the desired Package. Similarly, you can re-assign any company to a new Service Package by dragging and dropping the company name into its new assignment.
  3. Click Save.

You may not delete published Service Packages that have companies assigned. To delete such a Package, first re-assign any companies, and then delete the undesired Package.

Service Package Search

To search for a company on the Manage Assignment page, in Search for a company, enter the complete company ID of the company for which you wish to search, and then click Search. Results are returned from assigned and unassigned companies.

Viewing Customers for a Service Package

You can view the list of customers assigned to a given Service Package.

To view customers currently assigned to a published Service Package:

  1. On the Manage Service Packages page, select the published Service Package to which you wish to remove customers, and then click Manage Assignment.
  2. Locate the Service Package in the list in the top panel. Assigned companies are listed by Company ID and name.

Unassign Customers from a Published Service Package

You can remove (unassign) customer assignments from published Service Package.

To remove customers from a published Service Package:

  1. On the Manage Service Packages page, select the published Service Package to which you wish to assign customers, and then click Manage Assignment.
  2. Under the Service Package, select the company you wish to unassign. Drag and drop the company name into a new Service Package list.
  3. Click Save.

Once assigned, a company may not be moved back to the Unassigned Companies list. This list is reserved for companies that have not been explicitly assigned to Service Packages.

Go to: Portal Guide > Manage Service Packages

 

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