This article explains how to assign specific staff members as admins for individual customers within Thulo Cloud. This functionality allows for granular control over customer data visibility within your support team.
Why Use Customer Admins?
- Control Data Access: Grant access to specific customer information for relevant support staff members without granting general "VIEW" permissions for all customers.
- Improved Team Efficiency: Ensure staff members can efficiently handle assigned customer issues without needing access to unrelated customer data.
Assigning Customer Admins:
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Navigate to the desired customer's profile within the Thulo Cloud admin area.
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Click on the "Customer Admins" tab.
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Click on the "Assign Admin" button.
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Select the staff member(s) you want to designate as admins for this specific customer.
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Save the Changes.
Permissions of Customer Admins:
- Staff members assigned as customer admins will be able to view the assigned customer's information and manage related support tickets.
- They will be able to access the customer profile through the "Customer" menu item, even if they don't have general "VIEW" permissions for all customers.
Benefits of Customer Admins:
- Enhanced Security: Restrict access to sensitive customer data based on specific needs.
- Improved Organization: Facilitate streamlined support processes by assigning dedicated staff members to customers.
- Role-Based Access Control: Implement granular control over customer data visibility within your support team.
By effectively utilizing customer admins in Thulo Cloud, you can ensure secure data access, improve team efficiency, and maintain a well-organized support structure.