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manage_customer_assignments [2014/04/11 17:58] ybarajas [Unassign Customers from a Published Service Package] |
manage_customer_assignments [2014/04/11 17:58] (current) ybarajas |
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+ | ====== Manage Customer Assignments ====== | ||
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+ | ===== Assigning Customers to a Published Service Package ===== | ||
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+ | You can assign customers to any published Service Package. Each customer may only be assigned to a single Service Package. | ||
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+ | Customers not explicitly assigned to a published Service Package will receive access to the clients and other settings designated by the default Service Package. | ||
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+ | **To assign (or re-assign) customers to a published Service Package:** | ||
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+ | - On the **Manage Service Packages** page, select the published Service Package to which you wish to assign customers, and then click **Manage Assignment**. | ||
+ | - 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. | ||
+ | - Click **Save**. | ||
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+ | 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. | ||
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+ | ==== Service Package Search ==== | ||
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+ | 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. | ||
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+ | ===== Viewing Customers for a Service Package ===== | ||
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+ | You can view the list of customers assigned to a given Service Package. | ||
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+ | **To view customers currently assigned to a published Service Package:** | ||
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+ | - On the **Manage Service Packages** page, select the published Service Package to which you wish to remove customers, and then click **Manage Assignment**. | ||
+ | - Locate the Service Package in the list in the top panel. Assigned companies are listed by Company ID and name. | ||
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+ | ===== Unassign Customers from a Published Service Package ===== | ||
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+ | You can remove (unassign) customer assignments from published Service Package. | ||
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+ | **To remove customers from a published Service Package:** | ||
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+ | - On the **Manage Service Packages** page, select the published Service Package to which you wish to assign customers, and then click **Manage Assignment**. | ||
+ | - Under the Service Package, select the company you wish to unassign. Drag and drop the company name into a new Service Package list. | ||
+ | - Click **Save**. | ||
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+ | <note important>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.</note> | ||
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+ | Go to: **[[:portal_guide|Portal Guide]] > [[:manage_service_packages|Manage Service Packages]]** | ||
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+ | {{tag>service_packages open_mobile_portal}} | ||
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