Discussions
Exposing Access List on Customer Record
I have a situation where I need to automate the access set up of leads and prospects but I'm not sure how to do this when the 'Access' contact list is not exposed in SuiteScript. Here are the scenarios and needs. If anyone can shed some light on approach it would be appreciated.
1. We have an online registration form (marketing form not web store) to allow developers to register with us. We then want to give them access to our customer center for certain documents and downloads. This form will create a lead record. Lead Records are 'Individuals'.
=NEED=
I want to automatically assign the individual login access and set a password to this record on creation, as well as email them the password and welcome. I believe in this scenario, since the access is general (Individual record), I can do most or all of this through SuiteScript (e.g. set access and password, send email, etc).