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.

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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.

 

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