Update Customer Website Permissions

Use this procedure to update a customer's web user role. There are four web user roles:

  • Administrator
  • Booking Manager
  • Team Member
  • Customer

Steps

1. Search for the customer in Salesforce. See: Completing a Search.

2. Access the Contact screen for the customer.

3. Click on the Details tab and scroll down to the Web User Details section.

4. In the Website Role field, select the required role.

5. Change the Account Link Status to 'Approved'. This is required, otherwise the role will not be updated.

6. Click Save.

You will be prompted to complete any blank mandatory fields when you save.

7. Advise the customer that if they are currently logged in to their website account, they must log out and log back in for their role to be updated.