Defining and Assigning a Customer Admin Role

Learn to configure Customer admins and assign role to them.

Customer admin mode requires a dedicated customer admin role:

1. Define a login role, e.g. "Customer Admin", see Login Roles in the CRM.Core Administrator Guide.

   Make sure the CRM process 1.5.1.3.106 "Edit Mask" (CRM process ID M_173) is enabled in this role's CRM process configuration. This CRM process determines the availability of the EditDetailsControl button.

2. Assign the role to the *SelfAdminDev configuration, see Editing Configurations and Dynamic Configuration Assignment Based on Roles.

   

3. Assign the role to the rep records of those users that should perform the customizations, see Role-Based Access.

   

If a user logs on to Aurea CRM.Web with this role, the *SelfAdminDev configuration is loaded as his parent configuration. If he logs on without the role the *SelfAdmin configuration is used.