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.
1. Click on Customer Management
We will begin by assigning Address Books to an individual customer.
2. Click on Edit
3. Click on Address Books
A dedicated Address Books tab is available
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.
5. 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.
7. Click on the '+' icon to expand
8. Navigate to the Address Books section and select the books you wish to use
9. Click on Save changes
10. 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.
12. Click on Edit next to one of your custom Customer Roles
13. Click on Address Books
A tab is available related to Address Books.
14. Select the Address Books to make available when a Customer has this Customer Role
15. Click on Save
