How to: Assign Customers to Users

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How to: Assign Customers to Users

Instructions:

To begin, login to the Showcase CMS

  1. Open Customer Management
    Step one: Open Customer Management
  2. Select a customer record to edit.
    Step two: select a customer record to edit
  3. In the “Assign to User” section select which users will be able to see a customer.
    Step three: Select users that will be able to see customers
  4. Click “Save”

Notes:

  • Customers added on a device will be automatically assigned to the user who created them.
  • Changes made in the CMS will be applied
  • This feature works with iOS version 1.7.1 and above, released 6/10/2015, and Android Version 1.3.0 and above.

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