Assign a contact to an asset from the customer portal

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • Users with the customer administrator role can assign contacts to an asset from the customer portal.

    Before you begin

    Role required: sn_customerservice.customer_admin

    Procedure

    1. Log in to the customer portal.
    2. Select Support > Assets from the portal header menu.
    3. Select the desired asset.
    4. Select New in the Asset Contacts related list.
      A new Asset Contact form displays. The Asset field displays the selected asset and is read-only.
    5. Select a Contact.
      The contacts available for selection are the contacts from the asset's account.
    6. Select Submit.
      The contact is added to the Asset Contacts related list.