Customer access listsCustomer access listsThe security profile for a person can provide access to any customers on the customer access list for that person. With this type of security profile, the customer access list shows all of the customers that a person can work with.
When a person must work with a different list of customers, for example, when responsibilities change, you can change the customers on the customer access list rather than create a specific security profile for that person.
You view and change customer access lists for a person on the Customer Access tab of the People (SP) application. You set up security profiles in the Security Groups (SP) application.
Edouard is a customer service agent assigned to support Acme Products and Alpha Industries. The customer access list on the person record for Edouard lists these two customers, and he belongs to a security group with access to any customer on the user’s customer access list. As result, Edouard can view all customer-level information for these two companies.
Because a co-worker is absent, Edouard must also handle calls from the XYZ Corporation for today. Regina is the service desk manager and has access to XYZ corporation, in addition to Acme Products and Alpha Industries. Instead of changing Edouard’ security profile, Regina uses the People (SP) application to add XYZ Corporation to Edouard’s customer access list. Edouard can now work with Acme Products, Alpha Industries, and XYZ Corporation for the duration of his shift. Regina can remove XYZ Corporation from Edouard’s customer access list at the end of his shift.