Service Center

Relate user to customer

OVERVIEW

This option enables you to relate External users to the customers. You can relate more that one external user to a customer. In order to relate the user with the customer, the user must be an active user in the system.

TO RELATE A USER:

  • Select the Service Center Icon from Main Menu
  • Select the Customer from the left navigation pane
  • Select the Users tab.
  • Click Add Icon (Relate Users) at the bottom of the page
  • .The Relate User popup window is displayed.
  • Select the users from the Select User dropdown list
  • Click Save Button

Check All option to selects all the users. You can search for a specific user using the search icon

To remove the related customer, click  orcanos_delete icon corresponding to the user in the Actions Column

RELATED LINKS

Service Center Tutorial

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