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managing_customer_roles [2014/05/14 23:05]
ybarajas [Manage Customer Roles]
managing_customer_roles [2014/05/14 23:08] (current)
ybarajas [Filtering Roles]
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 +====== Manage Customer Roles ======
 +
 +
 +In addition to assigning customers to roles, roles can be assigned to customers.
 +
 +
 +**To manage a customer’s roles,** 
 +
 +
 +    - Click **Manage Customer Roles**.
 +    - From the list of customers, select the customer for which you wish to manage roles. (You can search for customer by Customer ID by entering the customer’s ID in the search box and clicking **Search**.)
 +    - Under **Actions**, click **Manage**. The Assigned Roles list shows all roles currently assigned to the selected customer.
 +    - Click **Manage Assigned Roles**.
 +    - Filter your search of roles using the drop-down menu. For more information, see the section below.
 +    - Under **Available Roles**, select a role to assign to the customer. ****
 +    - Using the right arrow, move your selected role from the **Available Roles**  column to the **Assigned Roles**  column.
 +    - Using the arrow controls, repeat steps 2 and 3 until you have you have assigned all desired roles to the customer.
 +    - Click **Save**.
 +
 +=====Filtering Roles=====
 +
 +Use the drop-down menu to easily filter and then assign system, direct customer, partner, and custom roles. 
 +
 +{{::filtering_roles_1.png?300}}
 +
 +In addition to effective filtering, the Available Roles and Assigned Roles grids have a **Type** column, informing you if a role is direct, partner, or both.
 +
 +
 +Go to: **[[:portal_guide|Portal Guide]] > [[:account_tab|Account Tab]]**  
 +
 +
 +{{tag>account_tab roles}}
 +
 +
  
 

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