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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 ======
 +
 +===== 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:**
 +
 +  - 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**.
 +
 +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:**
 +
 +  - 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.
 +
 +===== 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:** 
 +
 +
 +    - 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**.
 +
 +
 +<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>
 +
 +
 +Go to: **[[:portal_guide|Portal Guide]] > [[:manage_service_packages|Manage Service Packages]]** 
 +
 +
 +{{tag>service_packages open_mobile_portal}}
 +
 +
 +
  
 

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