Assigning the Customer Role to a User

Overview:
Once you’ve defined the Customer role, you need to assign it to individual contacts so they inherit those permissions.

Steps:

1. Navigate to Customer Management → Clients and open a client record.

2. Go to the Contacts tab and click Edit on the contact.

3. In the Roles dropdown, select Customer.

4. (Optional) Assign additional roles if the contact needs broader access.

5. Click Save.

Tips & Best Practices:

• Only assign the Customer role to external contacts—not internal staff.

• If a contact needs portal access but no editing rights, use “View Only” sub‑roles.

• Review role assignments quarterly to remove outdated access.

Troubleshooting / FAQs:

• Contact still can’t see their portal: Confirm Login Allowed? is toggled on in their profile.

• Role dropdown empty: Make sure the Customer role exists and is active under Roles & Permissions.