Assign customers to a customer service representative

Use the Organization Administration Console to assign customers to a customer service representative.
Assigning customers to a customer service representative only affects how ticklers are assigned in the IBM Sales Center for WebSphere Commerce.

1. Open the Organization Administration Console.

2. From the Access Management menu, select Find Users.

3. Select Customer Service Representative from the Roles list, provide any other search criteria, and click Find.

4. Select the customer service representative and click Assign Customers.

5. Select customers as follows:

   1. To assign an existing customer territory group, select Customer territory groups from the Select view list, locate and select the desired group from the Select customer territory group list, and click Add. Repeat this step for each customer territory group that you want to assign to the customer service representative.

   2. To assign an existing customer organization, select Organizations from the Select view list, locate and select the desired organization from the Select organization list, and click Add. Repeat this step for each customer organization that you want to assign to the customer service representative.

   3. To assign an existing individual customer, select Users from the Select view list, locate and select the desired customer from the Select user list, and click Add. Repeat this step for each customer that you want to assign to the customer service representative.

6. Click OK to complete the assignment.

 

Related Concepts

Users
Roles
Customer territory groups
Authorization
Customer service representative groups

 

Related tasks

Assign customers to a customer service representative group
Listing users
Create a user
Select roles for a user