Discussions
Customer Center -- access not always given
It has just been called to our attention that some customers cannot access their customer center pages.
We are set up in "Setup>Company>General Preferences" to have new customers assigned the (custom) role of "Watch Prince Customer Center"
If I view our customer list with the field "role" displayed, I see "Watch Prince Customer Center" for many, many customers, but not all. When "Watch Prince Customer Center" is not there, the field is blank.
If I open a record of a customer where no role is shown, and then view the "Access" tab, the role "Watch Prince Customer Center" is, in fact, assigned to every customer, but the tick box above it ("Give Access") is not ticked.