How to Change Customer Access to a User Assigned to a Store or CBP

This guide explains how to change a customer's access level and assign them to a specific Store or CBP (Customer Business Partner) via the admin panel.

🧭 Prerequisites

• Admin access to the Customers Admin Panel.
• Customer name, email, or ID.
• Desired role to assign (e.g., Store User, CBP User, Admin).

📌 Steps to Change Customer Access Level

1. Go to the Customers Admin Panel

• Log in to the Admin Dashboard.
• In the left-hand navigation menu, go to:

2. Search for the Customer

• Use the search bar at the top.
• Enter the customer's name, email address, or customer ID.
• Click Search or press Enter.

3. Click on Manage

• Find the customer in the search results.
• Click the Manage button beside the customer’s record to open their profile.

4. Click on Change Access Level

• Inside the customer profile page, click on Change Access Level.
• This may be a button at the top right or part of an action menu.

5. Assign the Desired Role

• In the dropdown, select the appropriate access level:
• Store User – Access limited to specific store functionality.
• CBP User – Access related to Customer Business Partner features.
• Admin – Full administrative privileges (if applicable).
• If required, select the associated Store or CBP from the list.

6. Save the Changes

• Click Save or Confirm to apply the new access level.
• A success message should appear upon saving.

✅ Confirmation & Testing

• Ask the user to log out and log back in to reflect the new access level.
• If your system supports it, impersonate the user to confirm their updated access.
• Verify they are correctly associated with the selected Store or CBP.

📝 Notes

• Access changes take effect immediately.
• Ensure the user has a valid login email and credentials.
• Role names and permission scopes may vary depending on your platform configuration.
• For custom roles or advanced setups, contact your system administrator.