how to assign a customer center role to a customer...
# ask-stanley-ai
n
how to assign a customer center role to a customer?
c
AI generated answer (using internal Slack threads):
To assign a Customer Center role to a customer in NetSuite, follow these steps: 1. Navigate to the customer record that you want to assign the role to. 2. Go to the 'Access' subtab. 3. In the 'Give Access' field, select 'Yes'. 4. In the 'Role' dropdown, select 'Customer Center'. 5. Enter a password for the customer in the 'Password' and 'Confirm Password' fields. 6. Click 'Save'. Please note that the Customer Center role determines what a customer can see and do in the customer portal. You can customize this role to some extent, such as determining which forms are associated with each role. However, the set of actions that a customer can perform in the center is predetermined and not as customizable as you might think, unless you redirect to your own site and add HTML, etc. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.869497597
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.864677727
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.839836359
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