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By default all Business partner users, regardless of permission, have access to all their customers. In some cases it may be desirable to restrict this access.
- All users are automatically assigned to the role called Default.
Business partners can configure roles, with access only to specific customers, locations, or equipment. Role-based
- Restricted access can be configured by a business partner under Customer → Service Desk → Manage Roles and Access
Configuration
For administrators, Role-based access is available via the top menu: Service Desk -> Manage Roles and Access
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Adding new customers and users
By default, all customers and new users are added to the default role. However, this can be updated on the ‘create’ pop-up menu.
Deleting Roles
When deleting roles, any users associated in that role will be moved back into the default role unless specified otherwise by the administrator
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