Contacts - Login


Adding Login Information

Step     Action

  1.        Select {Login} on the right-hand side of screen to auto scroll to Login section. 

  2.      Complete fields for contacts Login information.  

Field
Description
Role
Select applicable roles from the drop-down menu.
Username
Enter contacts Username.
New Password
Enter a New Password.
Confirm New Password
Re-enter password to Confirm New Password.

 

  3.       Select {Save}. A results window will pop-up to indicate the login section 

           saved.

  4.       Select X to close pop-up results window.

 

Editing Login Information

Step     Action

  1.        Make required changes to fields under Login.

  2.        Select {Save}. A results window will pop-up to indicate the login section 

           saved. 

  3.      Select X to close pop-up results window.

 

Deleting Login Information

Step     Action

  1.        Select {Login} on the right-hand side of screen to auto scroll to Login

           section and remove the username.  The users password and security 

           roles will be removed with the removal of the user name.

  2.      Select {Save}. A results window will pop-up to indicate the selected 

           login details saved.

 

  3.      Select X to close pop-up results window.