Add staff members to an internal business location
Add users as staff members to an internal business location to support accounts, contacts, consumers, and households.
Before you begin
Role required: admin, sn_customerservice_manager, sn_customerservice.svc_location_manager, sn_customerservice.svc_location_manager_contributor, and sn_bus_loc.location_relationship_manager
About this task
You can add internal users with the snc_internal role as staff members to
an internal business location.
- Administrators and customer service managers can add staff members to any business location.
- Location managers can add staff members to the business locations that they have access to.
Procedure
- Navigate to .
- Select the desired internal business locations record.
- In the Members related list, click Edit.
- Select the desired users and add them to the Members List.
- Click Save.