Adding an office or customer to a user record
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To add an office or customer to a user record:
- Click Admin on the Dashboard.
- Click the Manage Users link to open the User Admin tab.
- Click the Email Address link for the user to be modified.
- Click Add/Modify Permission.
- Expand the appropriate User Type.
- Enter the Customer/Office Filter, if applicable.
- Place a check in the gray box to the left of the Customer or Office to be added.
- Select the appropriate permission profile from the Permission Profile drop-down list.
- Click Assign Profile to Selected.
- Click Save.