Assign a contact to an asset from the customer portal

Users with the customer administrator role can assign a contact to an asset from the customer portal.

Avant de commencer

Role required: sn_customerservice.customer_admin

Procédure

1. Log in to the customer portal.
2. Click Support > Assets from the portal header menu.
3. Click the desired asset.
4. Click New in the Asset Contacts related list.
   This displays a new Asset Contact form. The Asset field displays the selected asset and is read-only.
5. Select a Contact.
   The contacts available for selection are the contacts from the asset's account.
6. Click Submit.
   The contact is added to the Asset Contacts related list.