Customer Manager Field

[ilyaas]

i've created a new process for a project i am doing involving the portal and have set two authorisation stages

One of the available fields and one i wish to utilise is customer manager however i cannot find the option to associate a manager to a customer. Basically i want the external authorisation to be an email that goes to the customers manager and am stuck on this point?

Any assistance would be much appreciated

 

Ilyaas

[James Ainsworth]

Hi Ilyaas,

Thanks for your post.

Provided that you are referring to either Basic or full User accounts, you can set the manager for a user in the Administration Tool.  You need to browse to the the System->Organisational Data->Users page and then open the account that you want to set.  Select the About tab and you will see the manager field near the top.

 

Hope this helps.

Regards,

James

[ilyaas]

Thanks James