User Assignment

Give users access to customers

In the user list on the left side you can select from your users those who should have access to this customer. You can also change the main user role, who is the “responsible user” of your customer’s account, for this supplier account.

• Users: Any number of users can be assigned to each customer. An assignment is made by setting the respective checkbox.

• Main user: One main user must be assigned to each customer. As long as the user is the main user, this customer assignment of this user cannot be removed. An assignment is made by setting the radio button.

If required, you can add further users in the User Management.

User Assignment - Assign User to a Customer

A new central tab for managing which users can access a specific customer.

Key Enhancements

• New tab: User Assignment

• Clicking the “Users” column in Customer List redirects to this tab.

• List of all users with columns

  • Check box Assign User

  • Name

  • Email

  • Assign as Main User (radio + tooltip)

Assignment Rules

• Assigning a user by clicking on the checkbox

• Removing the assignment by unselecting the checkbox and confirming the action

• At least one main user needs to be assigned to a customer

• The main user cannot be unassigned

User Outcome

• Assigned users:

  • See the customer on their Dashboard.

  • Gain access to the Supplier Account (TC-Supplier Org).

User Assignment - Assign Customer to a User

A mirrored workflow enabling assignment from the user’s detailed view in user management section.

Key Enhancements

• New tab: Assign Customers after clicking on the user in the user list view

• List of all customers with columns

  • Assign Customer (checkbox + tooltip)

  • Customer Title

• Search for Customer Title.

Assignment Logic

• Assigning a customer by clicking on the checkbox

• Removing the assignment by unselecting the checkbox and confirming the action

• If the user is a Main user for certain customer, the user cannot be removed.