Adding a new customer group

Customer users can switch between different customers without the need to log out and log in using different credentials or accounts. Use this procedure to add a new customer group.

  1. On the Business Center home page, select Users > Customer Groups.
  2. To add a new customer group, click Create New. Specify the Customer Group Name.
    Assign a Customer Group Type by selecting one of these options from the drop-down box: Customer Service User or Customer User. Click Create.
  3. In the Add New Customer area, click Find. Select a Customer Name then click Save. Do this until you have added all the customers that you would like to add to the group.
    Note: To delete a customer that was added to the group, click the red X button opposite the customer name. Click OK.
    Go back to the Customer Groups page. This table lists the information in the Results area:
    Field name Description
    Customer Group Name The name of the customer
    Customer Group Type The type of customer group: Customer User or Customer Service User
    Associated Customers The number of customers included in the group
    In the Associated Customers column, verify that the number of customers added to the group you created is correct.
  4. Select Users > Users to associate a Customer Group Name to a customer user account. In the Filter area, search for the email account that you would like to use. The User Details page is displayed.
    In the Add New Customer Group area, click Find. Select the Customer Group Name that you would like to add. Click Save. You can add more than one customer group under one user account.
  5. On the Application Setup page, select Scheduled Jobs. Click Run for these scheduled jobs: Search.DeltaBuild or Search.FullBuild. Wait for the job to finish. Click Save.