Enable Users to View Customer Groups

In order for a user to do a contact search, he or she must have been assigned the appropriate permissions and be able to view the appropriate customer group. To allow a user to view a customer group, complete the following steps:

1. Go to Customer > Customer Group Admin.
2. The Customer Group screen opens.
2. Do one of the following:
   • Click the All button view all of your customer groups.
   • Use the Search text-entry field to narrow your search even further, then click the Search button to execute your query.
3. In the Customer Group search results field, double-click the customer group to which you want to add a user.

The Customer Group Summary screen opens. Show me

4. Click the Edit button in the User Who Can View region.

The Users Who Can View screen opens. Show me

5. In the Users box, select the users you want to be able to view the customer group.  Hold down the Ctrl key to multi select.
6. Click the Assign button to move the names into the "Users able to view this Customer Group" box.
7. Click OK.