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Customer Users

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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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