Search Knowledge Base Articles

Customer admins

If you dont want to give permission VIEW for staff member to be able to see all customers you can assign staff member as admin to specific customer/s.

Go to the customer profile from the admin area and click on the Customer Admins tab.

Click on the assign admin button and choose the member/s you want to be assigned as admins to this specific customer.

Save the changes.

The member/s you assigned will be able to see now this customer together with the Customer menu item without having the permission for customers VIEW.

Did you find this article useful?


Related Articles

  • Sending proposal to customer or lead

    We assume that you already have created the proposal. Click on the mail icon from the right side and popup with with the preview email template w...

  • New Contact

    To create new customer contact, open the customer profile in the admin area that you want to create the contact then click on the tab Contacts. To cre...

  • New Customer

    Login to dashboard click customers and on the left side there is a button New Customer. Permissions – What permission this customer w...

  • Customers Registration

    You can enable/disable customers registration from Setup -> Settings -> Customers-> Allow clients to register. Your customers ...

  • Reports

    General Customer Report Customer report can be generated from the Reports feature. Select Report type Customer and the necessary report time you ...