Self-service customer group assignments

Web shop users who are authorized to do so can assign other users to customer groups.

To grant a web shop user permission to assign other users to customer groups, assign the user to a role that has the Assign Customer Groups to User feature element enabled.

Users assigned to the role can use the new Customer Group field in the Authorized Personnel modal to add other users to a customer group. The Customer Group field shows a list of the customer groups that are eligible for selection. An authorized user must be associated with a customer group to add new users to that group.

After a user updates customer group assignments, the new assignment must be processed in the database. Therefore, updates to customer group assignments do not occur instantaneously in the web shop.

Activation

In the Roles form in the Business Center, set up a role that has the Assign Customer Groups to User feature element enabled. Assign this role to users who can add new users to a customer group in the web shop.