Customer Users


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.


Back to Top


Articles in this section

Was this article helpful?
0 out of 0 found this helpful



Please sign in to leave a comment.