Add members to a 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
Procedure
Navigate to All > Customer Service > Service Organizations > Business Locations > Internal Business Locations.
Select the desired internal business locations record.
Open the Register Member at Internal Business Location record by selecting the Register Member related link.
You can use the record to register new location staff or move existing internal or external staff between locations managed by the Location manager, and assign responsibilities to staff accordingly.
On the form, fill in the fields.
Field Description Internal Business Location Internal business location. This field is automatically generated. Member Internal staff member. Member Type Responsibility of the member selected at the business location. Select Submit.
Result
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.