Customers can belong to multiple Workspaces. Customers
from other Workspaces can be added to the current Workspace from the Add
Customer page. The
Workspaces must share the same Address Book and primary key.
To add an existing Customer to the current Workspace:
Select Administration
| Workspace | Customers | Add Customers from the FootPrints
Toolbar. Users
from other Workspaces can be added in the top section of the page.
If you know the user
ID, enter it in the field provided.
To browse from a
list of users, click Select
Customer. A
pop-up window is displayed. If
there are a large number of Customers in the system, the pop-up window
may take a long time to display.
There are three options in the pop-up:
Unique
Customers—Customers
from other Workspaces with unique IDs.
Shared
Customers—Shared,
generic customer IDs.
Agents—Agents from
other Workspaces can be added as Customers to the current workspace. Agents
added as Customers from this dialog receive Unique
Read/Submit Customer access. This can be changed later under Edit
Customer.
Note
Only Customers from Workspaces that share the same Address
Book with the current Workspace are listed.
To add a user to
the Workspace, click the user ID in the pop-up. It
is added to the User
ID dialog box. Multiple
IDs can be entered space-separated either manually or by using the Select
Customer dialog.
When you are finished
adding Customers to the Workspace, enter your password and click Save.
Notes on Customers in Multiple Workspaces
Customers who belong
to multiple Workspaces can change Workspaces using the Change
Workspace icon on the FootPrints
Toolbar. To
give Customers a drop-down of available Workspaces when they first log into
FootPrints, enable the Workspace Menu Customer option.
If you need to associate
an existing Workspace with an existing Address Book from another Workspace
in order to allow Customers to access both Workspaces, email Support for instructions
on linking the new Workspace to another Address Book.
Adding or removing
a Unique Customer account that was created with the Auto Add Customer
feature removes that user from the group of Customers who were Auto-Added,
including any defaults set for the Auto-Added Customers. Refer to
the chapter on System Administration for
more information on this option.