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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