Manage Customer Roles

In addition to assigning customers to roles, roles can be assigned to customers.

To manage a customer’s roles,

  1. Click Manage Customer Roles.
  2. 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.)
  3. Under Actions, click Manage. The Assigned Roles list shows all roles currently assigned to the selected customer.
  4. Click Manage Assigned Roles.
  5. Filter your search of roles using the drop-down menu. For more information, see the section below.
  6. Under Available Roles, select a role to assign to the customer.
  7. Using the right arrow, move your selected role from the Available Roles column to the Assigned Roles column.
  8. Using the arrow controls, repeat steps 2 and 3 until you have you have assigned all desired roles to the customer.
  9. Click Save.

Filtering Roles

Use the drop-down menu to easily filter and then assign system, direct customer, partner, and custom roles.

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 > Account Tab


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