Assign the Unified Consumer (sn_customerservice.unified_consumer) role to the sys_user to designate them as a consumer in the Customer Service Management (CSM) application.

Antes de Iniciar

Role required: admin

Procedimento

1. Navigate to All > User Administration > Users.
2. Select the user from the user record.
3. In the Roles related list, select Edit.
4. In the Collection list, select the Unified Consumer (sn_customerservice.unified_consumer) role and move it to the Roles list.
5. Select Save.

Resultado

The sys_user is assigned to a unified consumer role (sn_customerservice.unified_consumer).

O que Fazer Depois

Create and associate a Unified Consumer user to a consumer record. For more information, see Creating and associating a Unified Consumer user to a consumer record.