Hi John,
The self-registration workflow will indeed only look at the User Roles [sys_user_has_role] table and filter on all records where the account is equal the company of the user(s) who have the "sn_customerservice.customer_admin" role.
I am not 100% sure where the initial account admin is defined, my guess was that assigning a Primary Contact would automatically provide that role - but that doesn't seem to be the case. So technically, as an "admin" you would probably have to define the first customer account administrator - that could be via integration/data load when you import accounts or by creating a business rule like the one I described which would automatically add that role to the Primary Contact of an account.
After the account has one administrator (meaning simply having that role - no table/object) that person will be able to go into the CSM portal (add /csm to your base URL) and click on the "Contacts" menu in the top navigation bar. A list will appear with all contacts for that account. When you click on a person a link will appear that is called "Edit Roles" (screensbelow), by using that function an account admin is able to provide the admin role to other contacts of that same account (or contacts that are in child accounts of that account).
Not sure if I'm missing something in terms of assigning the initial account administrator, but I couldn't find any function to do that. I will verify that for you.
Frank
Hi John,
The self-registration workflow will indeed only look at the User Roles [sys_user_has_role] table and filter on all records where the account is equal the company of the user(s) who have the "sn_customerservice.customer_admin" role.
I am not 100% sure where the initial account admin is defined, my guess was that assigning a Primary Contact would automatically provide that role - but that doesn't seem to be the case. So technically, as an "admin" you would probably have to define the first customer account administrator - that could be via integration/data load when you import accounts or by creating a business rule like the one I described which would automatically add that role to the Primary Contact of an account.
After the account has one administrator (meaning simply having that role - no table/object) that person will be able to go into the CSM portal (add /csm to your base URL) and click on the "Contacts" menu in the top navigation bar. A list will appear with all contacts for that account. When you click on a person a link will appear that is called "Edit Roles" (screensbelow), by using that function an account admin is able to provide the admin role to other contacts of that same account (or contacts that are in child accounts of that account).
Not sure if I'm missing something in terms of assigning the initial account administrator, but I couldn't find any function to do that. I will verify that for you.
Frank
