Add members to an internal business location

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Add users as staff members to an internal business location to support accounts, contacts, consumers, and households.

    Vorbereitungen

    Role required: admin

    Prozedur

    1. Navigate to All > Customer Service > Service Organizations > Business Locations > Internal Business Locations.
    2. Select the desired internal business locations record.
    3. Open the Register Member at Internal Business Location record by selecting the Register Member related link.
      You can use the record to register new location staff or move existing internal or external staff between locations managed by the Location manager, and assign responsibilities to staff accordingly.
    4. On the form, fill in the fields.
      Tabelle : 1. Register Member at Internal Business Location form
      Field Description
      Internal Business Location Internal business location. This field is automatically generated.
      Member Internal staff member.
      Member Type Responsibility of the member selected at the business location.
    5. Select Submit.

    Ergebnisse

    A member record with the selected member, member type, and business location is created. After a member type is selected, the member is assigned to a responsibility automatically.