Schedule A Live Demo - Click Here to Reserve Your Spot Now

Customer admins

You are here:
Estimated reading time: < 1 min

If you don’t want to give permission VIEW for staff members to be able to see all customers you can assign staff members as admin to specific customer/s.

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

customer admins

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

customer admins

Save the changes.

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

Was this article helpful?
Dislike 0
Views: 5