Adding an office or customer to a user record

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To add an office or customer to a user record:

  1. Click Admin on the Dashboard.
  2. Click the Manage Users link to open the User Admin tab.
  3. Click the Email Address link for the user to be modified.
  4. Click Add/Modify Permission.
     
    assign profile to selected drop-down list expanded
     
  5. Expand the appropriate User Type.
  6. Enter the Customer/Office Filter, if applicable.
  7. Place a check in the gray box to the left of the Customer or Office to be added.
  8. Select the appropriate permission profile from the Permission Profile drop-down list.
  9. Click Assign Profile to Selected.
  10. Click Save.