Customer positions (people)
To create customer roles (people), open the main menu, select the Units module, Settings and click the Customer roles (people) option.
Next, the block (Associated people (units)) will be displayed:
When you click the Add role button, the (Add person role) block will be displayed:
Filling in the fields
Role: when clicking this field, you must define a title (name) for the role to be registered.
After filling in the field, click the Save button.
Edit field
When you click the Edit icon, the (Edit role) block will be displayed:
After editing the Role field, click the Save button.
Remove Role
When you click the Remove icon, a confirmation window for removing the selected role will be displayed:
