How to assign a customer to an administrator?

Customers/ Customer admin

If you do not want to give VIEW permission to the staff member to see all clients, you can assign a staff member as an administrator to one or more specific clients.

Go to the Customer profile from the admin area and click on the Customer Admins tab.

customers admincustomers admin 1

Click on the assign admin button and choose the member/s you want to be assigned as admins to this specific customer.

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Save the changes.

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The member/s you assigned will be able to see how this customer together with the Customer menu item without having permission for customer VIEW.

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