How to assign permission to organizer users, of who have access to what customers?

In Organizer, users by default cannot access customers. However you can easily give permission to a specific user to access a customer.

You can do this either when adding a customer or assign permission to a user to an already existing customer through Edit customer

To give a user permission to access a customer do the following

  1. Login to Organizer.
  2. Click either Add customer or Edit customer (if the customer already exists).
  3. Click Assigned Admins.
  4. Choose a user from the dropdown to grant access to the customer and click OK.
    Note: Only Organizer users that have the role User will show up in the list.

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.