Adding Customer Profiles to Admins
- 22 Jun 2022
- 1 Minute to read
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Comments
Adding Customer Profiles to Admins
- Updated on 22 Jun 2022
- 1 Minute to read
-
Comments
If you created an admin user for staff members directly via Settings > Users instead of using out Members of staff template, the admin won't have a linked customer profile. Admins without a customer profile cannot answer help desk requests, be a tour host or even leave messages on discussion boards.
You can easily fix this by creating a customer profile from their user record on the Admin Panel.
Creating customer profile for admins won't add another user to your active user count, unless the admin uses this profile as a customer.
If the customer profile linked to the admin meets at least one of the conditions detailed in the Who is Considered an Active User in Nexudus? guide, we'll add them to your active user count as admins and customers. If they don't meet any of the conditions, we'll only charge you for the admin user.
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If the navigation menu isn't visible, click the menu icon in the top left corner of the page.
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Click Settings > Users.
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Click on the relevant admin user.
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Click on the Customer profile tab.
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Click Add customer.
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Click on Manual entry.
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Add the admin's Full name.
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Add the admin's Email.
Use the same email address that you used to create the admin account.
This email is the field that will automatically link both admin and customer profiles.
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Disable the Send a welcome message to each individual customer with their access details and grant them access to your portal toggle.
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Click the Save Changes button.
You now need to grant portal access to this customer profile.
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If the navigation menu isn't visible, click the menu icon in the top left corner of the page.
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Click the three dots icon next to the customer you created for the admin user.
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Click Grant online access in the pop-up menu.
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Click Yes, do it to confirm.
All set! Your admin now has a customer profile. The customer account is automatically be linked to them when they answer messages while logged in as admins.
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