Assign a contact to an asset from the customer portal

Users with the customer administrator role can assign a contact to an asset from the customer portal.

Before you begin

Role required: sn_customerservice.customer_admin

Procedure

  1. Log in to the customer portal.
  2. Click the Assets link at the top of the portal.
  3. Click the desired asset.
  4. Click New in the Asset Contacts related list.
    This displays a new Asset Contact form. The Asset field displays the selected asset and is read-only.
  5. Select a Contact.
    The contacts available for selection are the contacts from the asset's account.
  6. Click Submit.
    The contact is added to the Asset Contacts related list.