Operations CRM - Add a Customer to a Company

1. Navigate to "CRM"

   In order to add a customer to a "Company" in the operations portal, navigate to the "CRM" section.

   

2. Click "Companies"

   Then, click "Companies". In order to access "Companies", you will need to be set up either as an "administrator" or a "superuser", or have the appropriate roles: "companyView and companyEdit", or "crmCompanyView and crmCompanyEdit". Just a reminder, "crmCompanyView and crmCompanyEdit" access only allows employees to view companies that are assigned to them.

   

3. Enter the company code or name to search

   Enter the company code or name to search.

   

4. Click on the more details icon

   Click on the more details icon.

   

5. Click the "Add Customer" icon

   Click the "Add Customer" icon.

   

6. "Add Customer" dialog box should appear

   The "Add Customer" dialog box should appear.

   

7. Fill in the "Username" field

   Fill in the "Username" field. This field is required and it must be a valid email address. The customer will use this to log into their account.

   

8. Fill in the "Group Roles" field

   Next, if applicable, you can also add a group role. Note that you can assign multiple group roles to the customer. Just a reminder, In order to add Group Roles, you will need to be set up with "administrator", "superuser", "customerPermissionGroupView" and, "customerPermissionGroupEdit".

   

9. Fill in the "Roles" field

   You can also just assign a single or multiple roles to a customer, or you can leave the role field blank and assign later on.

   

10. Choose an email template

    You can also choose an email template. Usually, you want to select "acccountActivation-EJS". This will be sent as a welcome email to the new user that will prompt them to activate their account and sign in for the first time.

    

11. Click the "Add" button

    Click the "Add" button to add the customer.

    

12. Customer Details tab

    The customer is now assigned to a company. You can update the customer's profile and add or remove roles at any time.