Assigning Customer Admins

If you don't want to give permission VIEW for all 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 this customer in the Customer menu item without having to ask permission for customer VIEW.

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