Guide to the Customer Admin Role

Shivani Kushwah Updated by Shivani Kushwah

As the nominated Customer Admin for your organisation, you have an increased range of access within the system to help you enable your colleagues and work with your support team.

  1. You can view all active cases logged by anyone in your organisation, as well as all those that have been previously closed.
  2. The admin has the ability to manage all users within the company and update their active status as needed.
  3. To register a new User-
  • The User will first need to complete the registration form which can be accessed via the ‘Register’ button on the portal main page.

  • They will need to input their details and the Registration Code.
  • This will be included in your initial welcoming email to the new portal -alternatively please contact your administrator to get the registration code.
  1. Once the user has submitted the request admin will be notified on their profile to approve or reject the request.
Note – this button will only be visible when there is a notification to review.

  1. Select ‘Approve’ to allow the access.

  2. Your new user will be visible under the Contacts list for your account.
  3. They will also receive an email from the portal to confirm they have been
    Granted access.

Should you need to create further admins or reassign your admin account, you can do so via the ‘Contacts’ list under the ‘Support’ dropdown.

  1. Select the user you wish to give the access
  2. Select ‘Edit Roles’ at the bottom of their page.

  1.  Drag the ‘SN_Customerservice.customer_admin’ to the Selected box.

  1. Select Update.

 

How did we do?

Customer Portal Guide

Supported Frameworks

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