You can change a customer user's administration or job role for a specific customer. This is useful for giving users with access to multiple customers a different level of access for specific customers..
Requirements: You must have a customer role that includes the Manage Access and View Users rights.
- On the home page, click Administration.
- In the Administration area, click Users.
- Right-click the user's name, and from the menu that appears, select Edit User.
- In the left pane, select Default user Role.
- Click Customer Access.
- Select the appropriate customer(s) and click OK.
- In the list of available roles for each role type, select the appropriate role for the user for each customers.
Tip: To see which rights are included in a role, hover your cursor over a role. - Click Update.
Note: If the user belongs to a group, the user's role is the union of his or her user rights and the rights in the group role.