Adding User Permissions

Permissions determine the areas of the application that the user can access.

 

Note: If dual control is required, another customer user with Customer Users: Add, Edit, Delete permission will have to verify the record changes before they become effective.

 

To add permissions

  1. Choose Security | Customer Users.

  2. Select the user to modify.

  3. Select the Permissions tab.

  4. Mark the permission(s) to add by clicking the check box to the left of the item, or use the <select/deselect all> check box to mark the entire group of permissions.

  5. Choose Save at the top of the page to save the changes to the user record.

 

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