How do I assign a customer area?

Once a customer area has been created, it is possible to assign it to a supervisor and/or a customer. A supervisor can have all areas assigned to them, or only some. The important thing is that if a supervisor is created in the system, they must be assigned an area. A customer can only be associated with a single area.

Read more in the article about how the Administrator assigns a customer area to a supervisor:

• How do I assign an area to a supervisor?
• How do I assign an area to a customer?

How to assign a supervisor to an area

Click on Company structure 

 

Check off all the areas that the relevant supervisor must handle and click Save.

 

NOTE:

Supervisors can only see customers in the areas they have been assigned. During the creation of a supervisor, the Administrator will also be directed to the company structure to assign a supervisor to the areas they will handle.

Employee C can now manage and view customers in this area.

How to assign an area to a customer

Click on Customers > Customer list

 

Then click on Edit customer 

Click on the dropdown menu next to Area

 

It will be possible to choose which area a customer belongs to and if a specific area is not selected, the customer will automatically be assigned to the main area.

 

NOTE:

It will only be possible for supervisors to select areas they have been assigned themselves.