Assign a child company to a role

To assign a child company to a role:

  1. 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.
  2. Select the role.
  3. 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.
  4. 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.
  5. Using the arrow controls, repeat steps 3 and 4 until you have you have assigned all desired users to the role.
  6. Click Save.

Portal Guide > Account Tab > Manage Roles


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