User Maintenance

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How to complete this report
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How to complete this report

1. Click on User Maintenance from the Admin menu. This displays a list of users for the shop you are logged into.

2. Click on a user from the list displayed.

3. Update any user contact information as necessary.

4. To change the user role click on a drop down menu to select a different role.

5. To grant the user access to different customers, scroll down the list of Available Individual Customers.

6. Highlight the customer to grant the user access to.

7. Click on the arrow pointing to the Access Granted window.

8. To remove a customer, Highlight the customer in the Access Granted window and click on the arrow point back towards the Available Individual Customers window.

9. Perform the same steps for Available Customer Groups and Group Reporting Access.

10. Click on Submit to save your changes.



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