This is where the Service Provider Administrator's settings can be configured.
From the main menu, select Administrators.
- Click the New Administrator button.
Details
- Enter the Administrator's details.
The only mandatory field is Email.
<<Not sure what Group refers to here. Not a 'cost-centre' type customer user group. Is it the Group that the Administrator administers? Should you be able to select them from a drop down of customer groups?>>
- Click the Save button.
Permissions
This is where you can configure the various Administrator functions (what the Administrator can and can't do in the system).
The Administrator functions aren't described here as a full description for each one is provided on the Permissions page itself.
Customers
This is where you can specify which Customers the Administrator can access. Customers can be added and removed.
Add a Customer
- Start typing the Customer name in the input field. When the name appears, select it.
- Click the Add button.
- Click the Save button.
Delete a Customer
- Click the delete icon
next to the Customer.
- Click the Save button.