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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