Assigning default roles to multi-customer users (for staff users only)

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. 

1. On the home page, click Administration.
2. In the Administration area, click Users.
3. Right-click the user's name, and from the menu that appears, select Edit User.
4. In the left pane, select Default user Role.
5. Click Customer Access.
6. Select the appropriate customer(s) and click OK.
7. 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.
8. 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.