Control Customer Visibility in Equipme

In Equipme, managing customer visibility for different users is crucial, especially when handling customer-specific tasks like sales, service management, or account administration. Equipme provides a flexible and straightforward way to assign roles to users, allowing them to view and manage only the customers relevant to their responsibilities.

Assigning Customer Visibility When a new user is added to Equipme, they can be assigned a specific role, such as a sales representative or an account manager. These roles determine what the user can see and do within the platform. For example, a sales representative might only need access to the customer dashboard and customer list without seeing any in-depth information like active services or financial data.

Creating a New User:

• Navigate to the Aministration section under User - NEW.
• Assign the user a role such as "Sales". You can further refine permissions by selecting which specific customer(s) this user will have administrative rights over.

Restricting Access to Specific Customers:

• In Roles - Customer Portals, you can assign the user to be an administrator for one or more specific customers. This restricts their visibility and access to only the assigned customers.
• If you assign the role of administrator to a customer, the user will only see that specific customer in their customer list. All other customers remain hidden from view.