Understand Customer Users

Last Updated: May 21, 2020

Go to Customers → Users on the Relay left navigation panel.

Customer Users: a record of Users (persons) associated with Customers. Each User record includes information on their Customer and Technology associations, and an option to configure notification settings for each User. A Customer may have multiple Users, and you can merge repeat User records.

Relay Customer Profile 3

Click pencil icon` or double-click on a Customer User to open their record. NOTE: icons and actions marked with GA are only accessible to users with Group Admin permissions.

  • Profile button (Customer User Info): view information about the Customer User. Set a password for the User.

Relay CUstomer Profile 20

General Icons

  • : switch between minimized Customer User modals. Press Shift and click on the name of the minimized record in the dropdown to remove it from the open modals list: .
  • : close a Customer User modal.
  • : minimize a Customer User modal.

I found this article helpful
I did not find this article helpful