Assign a user role to a contact

Assign one or more user roles to a contact from the customer portal.

Before you begin

Role required: sn_customerservice.customer_admin, sn_customerservice.partner_admin, or admin

Procedure

  1. Click Manage Users in the portal header.
  2. Select a user from the Contacts list.
  3. Click the Assign Roles related link.
  4. Select a role in the Available column and move it to the Selected column.
  5. Click OK.
  6. Click Update.