Assign and deassign customers from users

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This document describes how to assign customers to users, so that users can preview CMS pages as the customers that are assigned to them. This is especially relevant for B2B scenarios. For example, users can see company specific prices and product lists.

Assigning a customer to multiple users

You can assign each customer to only one user.

Prerequisites

To start working with users, go to Users > Users.

Assigning customers to users

  1. Next to the user you want to assign customers to, click Assign Customers.
  2. On the Assign Customers page, select the checkboxes next to the customers you want to assign to the user.
  3. Click Save. This refreshes the page with the success message displayed. The assigned customers are displayed in the Assigned customers tab.

Tips and tricks

When assigning many customers at a time, it might be useful to click the Customers to be assigned tab and review your selection.

Deassiging customers from users

  1. Next to the user you want to deassign customers from, click Assign Customers.
  2. In the Assigned customers tab, clear the checkboxes next to the customers you want to deassign.
  3. Click Save. This refreshes the page with the success message displayed. The deassigned customers are displayed in the Assigned customers tab.

Tips and tricks

When deassigning many customers at a time, it might be useful to click the Customers to be deassigned tab and review your selection.