| Financial 2013 Customer Roles |
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Through the Customer Roles page you can assign certain roles to
predefined customers within the systems.
Moreover, using this page you are able to update the accounts for a certain customer role.
To assign roles to customers, you need to go through the following steps:
§
Select the Application Type from the drop-down list of predefined
application types. Applications are the products purchased within the system; these
applications have been defined internally defined in the system. As a result,
the roles will be filtered according to your selection;
§
Select the role you want from the
Roles block;
§
Enter the name of the Customer you want if you want to retrieve a
specific customer or simply leave the field empty and click 
to retrieve all customers within the system.
You can view results in a normal Table View or in a hierarchal Tree
View by selecting the radio button corresponding to your preference;
§
From the Customers block, select the customer(s) to whom you want
to assign the selected role;
§
Click 
to assign the selected
role to the selected customer(s).
To cancel the assigned customer roles,
select the added assignment from the Customer Roles block then click 
.
Related Topics
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