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Create and Assign Customers to Roles

Merchants can create customer roles in the Facilipay Business Portal and assign them to specific customers. Roles allow businesses to group customers (for example VIPs, staff, or students) so they can be targeted with specific campaigns or pricing rules.

  1. Log in to the Facilipay Business Portal.

  2. Click Create in the top-right corner of the dashboard.

  3. Select Roles.

  4. Enter a name for the role and configure the Transaction Modifier if needed. (If you do not want the role to change product prices, set the Transaction Modifier to 1)

  5. Click Save to create the role.

  6. After saving, navigate to Customers.

  7. Use the search bar to locate the customer you want to assign the role to.

  8. Click the three-dot menu beside the customer’s name and select Edit.

  9. Under the Role dropdown, select the role you created.

  10. Click Save to assign the role to the customer.

Once assigned, this role can be used when targeting campaigns or applying specific pricing rules for that group of customers.