Permissions
Customer badges can be found within the Permissions section of the Customer Data tab within the Wise console.
Badges
Customer badges can be managed in the Console. Badges can be accessed via the customer record, on the Customer data > Permissions tab.
Assign a new badge
To assign a new badge to the customer:
- In the customer's record, navigate to Customer data > Permissions tab.
- Click + Add. The badge window will open.
- From the drop-down menu, select which badge to add to the customer's account.
- (Optional) provide a Start and End date.
- Click Save
Remove assigned badge
To remove one or more assigned badges from a customer:
- In the customer's record, navigate to Customer data > Permissions tab.
- Select the check-box next to each badge you wish to remove.
- A De-activate button will appear.
- Click De-activate to confirm.
- Badges are removed from the table.