Users can only create and/or process customer orders for those customers selected on the Customers tab of the application user record. Users can only be linked to customers of the locations selected in the Locations tab of the user record.
- From the Security menu, select Application Users.
- To edit a user record, click on the User ID hyperlink.
- All tabs are visible by default. To show/hide a tab, click on the Menu icon and select the Tabs option. From the pop-up menu, check to show or uncheck to hide the desired tab(s).
- Click on the Customers tab.
- To add one or more Customers:
- Click the Add (blue Plus) button.
- Click to select the appropriate customer(s) from the list on the right. To select more than one, press and hold the CTRL key when clicking. If necessary, use the Filters (Funnel) icon to filter the list.
- Click the Left Arrow [<] button to add the selected customer(s) or click the Double Arrow [<<] button to add all.
- When finished, click the Close (X) or Collapse (>) button in the selection panel to close/collapse it.
If you collapse the panel, you can use the Expand (<) button to reopen it.
- Click the Disk (Save) icon to save your changes.
- If necessary, click the Export (Printer) button to print these settings.
- If necessary, click on any other tab as needed to configure settings on that tab. If not, skip to the next step.
- When finished, click the Close (X) button to return to the summary screen.
If necessary, you can click on a row and click the Delete (Trash Can) icon to remove it.
User Detail tabs