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- Company Locations must be set up properly. See How To Add Company Locations for the guide.
- User Roles must be set up properly. See How to Add User Role Type for the guide.
- On user’s menu panel, go to System Manager folder then click Users
- You may create a new user or edit an existing user record.
- Click the Users tab on the Entity screen
- Click the User Roles tab.
- Click the Add button then select a location from the Location Name drop down:
- Select a User Role for the location:
- User can have multiple locations with different roles:
- Go back to Detail tab, add a Default Location to the user
- Click the Save button.
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Here are the steps on how to set up the User Role of the User:
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