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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

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Ilyaas

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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.

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Hope this helps.

Regards,

James

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