LAC users can optionally be specified for individual LAC customers when creating or editing customers in the Customers can be assigned to users by using the drop down list "User" with all Users of the Vendor. By default it's set to Not Specified, because usage of this features depends on Vendors' customer service policy. It's always possible to change value of the assigned user to some other users or to Not Specified. Detail behavior of this feature depends on user role in LAC. Current value of User field is visible on add/edit forms, Customers grid and Customer details page.
For Administrators and Sales:
It only information field who is "responsible" for the customer and usage of this field is flexible for vendor. Both roles can change assigned user to the customer without limitations.
For Reseller:
page. You can see the currently assigned User for a given customer in the Customers grid and the Customers details page.
Most commonly, a customer's user is specified in order to limit a Reseller user to one or more particular customers. Reseller users must be specifically assigned to a customer in order to access that customer. If a user is not assigned to a customer, the User field is set by default to Not Specified. When the User field is set to Not Specified, any Administrator or Sales user can access that customer; however, no Reseller user is allowed to access that customer. Assigning LAC users to customers lets you fully control, for example, which customers are managed by your internal sales people and which customers are managed by your resellers.
Setting a user for a customer differs depending on the role of the user who is creating or editing the customer, as described below:
| Role | Privileges for assigning users to customers |
|---|---|
| Administrator and Sales users | Both Administrator and Sales user roles can view and modify all LAC customers and can set and change the assigned user for a customer without limitations. |
| Reseller users | Throughout the LAC UI and API, a reseller user will be able to view and modify only those customers he is assigned to. When a reseller user creates a new customer in LAC, that reseller user is automatically set as the assigned user for that customer. Reseller users cannot change the User setting for any customer, regardless whether it was created by that reseller or a different LAC user. If an Administrator or Sales user changes the assigned user or sets the user to Not Specified, the reseller user will lose privileges to access that customer, regardless whether the customer was originally created by that reseller user. |
Reseller account is limited and cannot change value of assigned User for the customer. During creation new Customer logged-in reseller is automatically set as assigned user for that customer and he cannot change this to anything else (Sales and Administrators can). Reseller has access only to Customers that are assigned to him. On all grids and API methods he will be able to see and modify customers that he created and/or where assigned to him by other users with Sales or Administrator role. Even if Reseller created new Customer he can still loose access to him if Sales or Administrator will change assigned user to other user or Not Specified.