Picture of Assigning Address Books | GT_AB_003

Assigning Address Books | GT_AB_003

Once created, we need to assign our new Address Books to determine which customers can access them. This can be done in a number of different ways, such as assigning Address Books to individual users, departments or complete customer roles.

Tutorial Video Transcript

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Once created, we need to

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assign a new Address Books to determine
which customers are able to access them.

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This can be done in a number of different
ways, such as assigning Address

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Books to an individual user department
or complete customer roles.

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So we'll address each of these in turn.

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I'm first going to navigate
to our customer management area.

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We'll begin by assigning
Address Books to an individual user.

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We go ahead and identify
one of our customers and click on edit.

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And what you'll see
is that as part of this range of tabs

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across the top of the screen,
we do have this address,

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books, functionality
you can click on here.

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And what you'll see there is
you get a list of all of the available

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Address Books that we have created

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and you can assign one Address Book
or multiple Address Books as you see fit.

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Now, do bear

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in mind that the general addresses
does have available

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for everyone assigned here, so
it won't matter if we select this or not.

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They will have those addresses.

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However,
we can select additional Address Books

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if we wish to do so,

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and then click set.

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Next, we'll look at assigning
Address Books to an entire department.

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This means whichever
customers are assigned to that department

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will have access to all addresses
within all assigned Address Books.

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If I go to the department section
in our example here,

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I have got a couple of departments
already created.

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Click on the plus icon to expand

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the information
on that particular department.

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And then scrolling all the way down
to the bottom of that section.

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You'll see this in it.

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There's a section within here
to do with available

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Address Books and what is assigned to
this particular department.

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So I can select one or multiple

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click save changes

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and then click Save changes
on the actual screen itself.

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I'm going to repeat the process
with department to

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they all have

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relevant addresses.

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Finally, we'll take a look

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at how to assign Address Books
to customer roles.

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So if we navigate to the customer,
roles section

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for the purpose of this example, I've
already created a custom customer role.

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And we do need to have a custom
customer role

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in order to assign an Address
Book to them.

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We can't modify
the standard customer roles

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If I locate the custom role I've made,

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go across
to edit over on the right hand side

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and you'll see here we have a separate tab
to do with available Address Books.

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It's simply a case of selecting one
or more Address Book

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she wants to make available
and then clicking Save

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and that's it.

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That's your Address Books
now assigned to your users

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in a few different ways.

 

Incomplete
Step by Step Guide

Assigning Address Books | GT_AB_003

Once created, we need to assign our new Address Books to determine which customers can access them.

This can be done in a number of different ways, such as assigning Address Books to individual users, departments or complete customer roles.

Creation Date: Oct 30, 2023
Created By: Sam Webster

1. Click on Customer Management

We will begin by assigning Address Books to an individual customer.

Click on Customer Management

2. Click on Edit

Click on Edit

3. Click on Address Books

A dedicated Address Books tab is available

Click on Address Books

4. Check Address Books

Check all of the Address Books you wish to be accessible by this individual customer.

Remember, they will gain access to all addresses contained within those Address Books.

Check Address Books

5. Click on Save and Continue Edit

Click on Save and Continue Edit

6. Navigate to Departments

Next, we will look at assigning Address Books to entire Departments.

This means whichever customers are assigned to that Department will have access to ALL addresses within ALL assigned Address Books.

Navigate to Departments

7. Click on the '+' icon to expand

Click on the '+' icon to expand

8. Navigate to the Address Books section and select the books you wish to use

Navigate to the Address Books section and select the books you wish to use

9. Click on Save changes

Click on Save changes

10. Repeat this for different Departments

Repeat this for different Departments

11. Navigate to Customer Roles

Finally, we will take a look at how to assign Address Books to Customer Roles.

Navigate to Customer Roles

12. Click on Edit next to one of your custom Customer Roles

Click on Edit next to one of your custom Customer Roles

13. Click on Address Books

A tab is available related to Address Books.

Click on Address Books

14. Select the Address Books to make available when a Customer has this Customer Role

Select the Address Books to make available when a Customer has this Customer Role

15. Click on Save

Click on Save
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