Assign a contact to an asset from the customer portal

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：1分

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

    始める前に

    Role required: sn_customerservice.customer_admin

    手順

    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.