Adding Customer Profiles to Admins
- 04 Jan 2024
- 1 Minute to read
Adding Customer Profiles to Admins
- Updated on 04 Jan 2024
- 1 Minute to read
Article Summary
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If you created an admin directly via Settings > Users instead of using our Members of staff template, your admin won't have a customer profile.
Admins without a customer profile can use the Admin Panel based on their role, but they cannot answer help desk requests, be a tour host, or even leave messages on discussion boards.
You can quickly fix this by manually creating a customer profile via the Users list on the Admin Panel.
Creating customer profiles for admins won't increase your active user count, unless admins use this profile as actual customers.
If the customer profile linked to your admin meets at least one of the conditions detailed under Who is Considered an Active User in Nexudus?, we'll add them to your active user count as customers.
Log in to dashboard.nexudus.com if you aren't already.
Click Settings > Users.
Click on the relevant admin.
Click on the Customer profile tab.
Click Add customer.
Click on Manual entry.
Add the admin's Full name.
Add the admin's Email.
Use the same email address that you used to create the admin.
This email is the field that links the admin to the customer profile.
Disable the Send a welcome message to each individual customer with their access details and grant them access to your portal toggle.
Click the Save Changes button.
All set! Your admin now has a customer profile. The customer profile is automatically linked to them when they answer on the discussion board or the help-desk messages while logged in as admins.
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