Add staff members to an internal business location
Add users as staff members to an internal business location to support accounts, contacts, consumers, and households.
Before you begin
Role required: admin, sn_customerservice_manager, sn_customerservice.svc_location_manager, sn_customerservice.svc_location_manager_contributor, and sn_bus_loc.location_relationship_manager
About this task
You can add internal users with the snc_internal role as staff members to an internal business location.
- Administrators and customer service managers can add staff members to any business location.
- Location managers can add staff members to the business locations that they have access to.
Procedure
Navigate to All > Customer Service > Service Organizations > Business Locations > Internal Business Locations.
Select the desired internal business locations record.
Select the Register Member related link to open the Register Member at Internal Business Location record.
Use the record to register new location staff or transfer existing internal or external staff between locations managed by the Location Manager, and assign responsibilities accordingly.
On the form, fill in the fields.
| Field | Description |
|---|---|
| Internal Business Location | The automatically generated internal business location. |
| Member | Field used to select an internal staff member from the list of service organization internal staff record. |
| Member Type | Field used to assign responsibility for the member selected at the business location.To learn more about responsibilities, see Assign responsibilities. |
Select Submit.
A member record with the selected member, member type, and business location is created. After a member type is selected, the member is assigned to a responsibility automatically.