Customer Users

Overview

Updated 07/08/2021
 
The Users item of the Customers sub tree item is used to assign users to a particular role within the customer.
 
 

 

Add a User

  1. Select a role for the user from the bottom-most cell of the User Type column.



  2. Select a user from the adjacent cell in the User column.



  3. Tab off the field to save the change.

 

Delete a User

  1. Right-click on the row to delete.

  2. Click the Delete User Type(s) option.

  3. A pop-up window will prompt a confirmation to delete. Select Yes to finish deleting the entry.

 

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